Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-11 Thread Laurie Mohler
My company does recruiting.  We have done remote as well as on site
testing.  Many of our clients use WebEx for testing.  We have also
had clients use web cameras.

One of the keys to recruiting success is having the recruiters
understand who you are looking for.  Most recruiting companies have a
room full of drones who aren't even trusted enough to give them
computers.  

In house recruiting is certainly possible but you'll need a way to
track respondents, and if you want them to be fresh you'll need to
develop a database that tracks participation, notes, demographics and
so on.

Jared's comments that We deal with many participants that can't,
by law, get paid for helping us. This is a different kind of
recruiting than general consumers.  

General consumers should absolutely be paid well for their opinions,
just as you are.  We tell participants they are being paid for doing
a job and should view the appointment in the same way they would view
showing up at work.  


. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-08 Thread Mike Myles
Regarding your question about remote testing - I've done a great deal
of remote testing and have had excellent results. I've even run
pseudo-paper prototypes remotely using PhotoShop layers to handle the
paper switching. PowerPoint can be useful for that as well

As for software to use, I've had the best results by far with
GoToMeeting. It's simple to use and the performance is very good. It
also has some handy pen  highlighter tools that are useful when
having discussions about the UI with the participant on the other
end.

Remote testing is great because people can squeeze in tests right
from their desk whenever they have a spare hour or so, and
geographical location is virtually irrelevant - though time zone 
language may be for international testing.


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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-07 Thread Paul H Greasby
I concur with all of Rob's comments. Certainly finding the right
incentive is key. One of my clients recently said that as the world
is in economic hard times, then we should be able to pay people less.
I defended this in the context of he cost of the test, i.e. paying 5
people $20 less each is a tiny saving in the context of the whole
session (for which a majority attendance is required), and the risk
it introduces.

Other pointers include:
- collecting people's cellphone numbers
- telling people you'll remind them beforehand (ensuring of course
you do)
- telling people the incentives are cash if this is the case
- letting people know that there's only a small number of attendees
so it's really important they attend
- informing them that it's a one-to-one, not a group (i.e. they WILL
be missed)
- giving them ALL the information to ensure their arrival on time.
This can include nearby parking, rates, payment methods, and how much
additional time to allow for this
- give clear instructions on how to find the facility. Many testing
facilities are hidden inside a nondescript buildling

Basically the key is the incentivize enough and mitigate all the
little things that can make a participant late

The other thing that helps is scheduling sessions with gaps between,
rather than back to back. This allows particularly insightful
sessions to extend, but also late showing participants a chance of
still doing a full session.




. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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[IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Vicki Splaine
My company is looking to make in-house user testing a monthly
practice for it's many brands.  

We have the testing location, we have the necessary
equipment, we have usability practitioners on staff.  What we
are lacking, is successful recruiting practices (many users cancel at
the last minute or do not show up).

I was hoping to get some feedback/advice from the group on the
following:

1) Tips for successful recruiting using in house resources, as we can
not use an outside recruiting agency for cost reasons?

2) We have considered forming a Customer Council.  A group of
dedicated users that represent defined personas for each brand.  The
idea is to utilize these individuals to get their feedback/opinion on
website enhancements, etc.  Does anyone have an experience using a
Customer Council model?

3) Has anyone had success with remote testing?  Any preferred
software or methods that you can recommend?

4) Netflix and Microsoft (to name a few) have incorporated rapid user
testing into their process.  Does anyone on the list happen to work
for either of those companies?  If so, would you be willing to share
your experiences, what has and has not worked for you?

Thanks in advance for your opinions and expertise, it is very much
appreciated.



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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Mary Deaton
I agree with Rob, but in house recruiting is time consuming, which means it
costs the company money, but it is a hidden cost. It costs about $100 for
scheduled participant to use a recruiting service and they take on the
burden of replacing no shows and such. If you find a recruiting agency you
like, stick with them. Give them a very detailed user profile and provide
the qualifying criteria for each study and let them do the work so you can
focus on designing and administering the tests. That is what Microsoft does
because they need thousands of participants every year; they contract with
vendors to do the work to get butts into chairs.

I have done lots of remote testing, and it often works well, depending on
what you are testing or evaluating. But I have had even more no-shows with
remote testing and I think this is because they have no sense that anyone
will miss them, perhaps.

And when Rob says pay more money, that means paying people what they feel
their time is worth. You are taking 1, 2, or 3 hours of their time in order
to improve a product and make a higher profit. They know that and I think
participants sometimes feel we take advantage of them. Never expect people
to show up out of altruism.

Mary Deaton
Manager, STC Usability and User Experience



On Fri, Feb 6, 2009 at 7:39 AM, Rob Tannen rtan...@bresslergroup.comwrote:

 Vicki - Some recommended bast practices for participant recruitment
 and retention:

 -Expect a 25% cancellation/no-show rate.  So for every four slots you
 need to fill, you need to recruit 5 people.  You can schedule extra
 slots or use floaters -- people scheduled  to serve as
 substitutes overlapping with specific time slots.  If you're running
 ahead of schedule you can include the floaters as well.

 -Remind recruited participants ahead of time (week before, then day
 before).  Tell people to come in 15 minutes before the actual testing
 slow and then call them on their cell phones if they are not there at
 that time.

 -Pay more money.  Increase your participant incentive by 10-20% can
 be a cost-effective way to improve show-up rates.


 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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-- 
Mary Deaton
Yes we can. Yes we did. Yes we will

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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Jared Spool

Hi Vicki,

I'll take a stab at answering these two, since the others are very  
broad and could result in endless threads of their own on this list.


On Feb 6, 2009, at 6:44 AM, Vicki Splaine wrote:


1) Tips for successful recruiting using in house resources, as we can
not use an outside recruiting agency for cost reasons?


I co-wrote an entire report on just this subject called Recruiting  
Without Fear (http://is.gd/iFbB). It's 43 pages of tips on how to do  
your own recruiting.


In our research, the most effective organizations do their own  
recruiting, because it's a great way to extend your research  
capabilities. It's not hard to do, but there is a fair amount of  
administration involved, so you have to be prepared to put the  
resources into it. Shirking on the resources will reduce the  
effectiveness, increase your costs, and take a lot more time in the  
long run.



2) We have considered forming a Customer Council.  A group of
dedicated users that represent defined personas for each brand.  The
idea is to utilize these individuals to get their feedback/opinion on
website enhancements, etc.  Does anyone have an experience using a
Customer Council model?


We've used customer councils and advisory boards in research with many  
of our clients. When done well, it's very powerful.


A couple of caveats:

1) Not all councils / boards are the same. Before invitations are sent  
out, the team really needs to know what they want to get from the  
council. If you just invite folks without having clear goals, it  
reduces the likelihood that the council/board will produce long-term  
useful results, beyond just enhancing the power of the echo chamber.


2) Make sure you're not confusing personas (which are behavior  
archetypes) with market segments (which are demographic/psychographic  
groupings). For most organizations, it would be virtually impossible  
to form a council around personas, since well-formed personas don't  
map into specific individuals or groups.


3) Look beyond focus groups. Far beyond focus groups. Like, if someone  
says, Hey, let's just invite them together for a sort of focus  
group, take that individual out and slap them around. (I really think  
we don't take enough advantage of natural selection. Sometimes we just  
need to thin the herd, know what I mean?) If the primary execution of  
your council/board is to gather them together and have them discuss  
designs, don't bother. It's not going to provide any more insight than  
you currently have and, as found in many documented cases, is likely  
to lead your team in the wrong direction. The council/board will be of  
most use if you use them as a base for behavioral work, which probably  
means going to them and watching, not discussing.


Hope that helps,

Jared

Jared M. Spool
User Interface Engineering
510 Turnpike St., Suite 102, North Andover, MA 01845
e: jsp...@uie.com p: +1 978 327 5561
http://uie.com  Blog: http://uie.com/brainsparks  Twitter: jmspool
UIE Web App Summit, 4/19-4/22: http://webappsummit.com


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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Jared Spool

Rob,

With all due love and respect, I disagree with these recommendations.  
At least, two of them.


On Feb 6, 2009, at 7:39 AM, Rob Tannen wrote:


Vicki - Some recommended bast practices for participant recruitment
and retention:

-Expect a 25% cancellation/no-show rate.  So for every four slots you
need to fill, you need to recruit 5 people.  You can schedule extra
slots or use floaters -- people scheduled  to serve as
substitutes overlapping with specific time slots.  If you're running
ahead of schedule you can include the floaters as well.


25%!!! We have less than a 2% no-show rate across thousands of  
participants (including neurosurgeons!) over the last 20 years. (We  
don't get paid if participants don't show up, so we don't have any  
tolerance for no-shows.)


If you have a 25% no-show rate, you've got something really wrong with  
your recruiting practice. There's no excuse that 1 out of 4 folks  
don't show up.


In most studies, you never have to recruit floaters. For the  
occasional high-priority study, you might include a couple of extra  
participants in the original schedule to be safe. We do that for one  
out of every ten studies we do.



-Remind recruited participants ahead of time (week before, then day
before).  Tell people to come in 15 minutes before the actual testing
slow and then call them on their cell phones if they are not there at
that time.


This is better. Though, since we almost never have no-shows, we don't  
bother with the 15-minute before thing. No sense in wasting anyone's  
time when everyone is where they are supposed to be.



-Pay more money.  Increase your participant incentive by 10-20% can
be a cost-effective way to improve show-up rates.


Huh. We deal with many participants that can't, by law, get paid for  
helping us. They still show up when they are supposed to. Money to get  
people to show us is a trap that will likely lead to lower quality  
sessions. You really don't want people who are there for the money.  
(The money is really just to prove to them that you're serious and not  
going to turn it into a timesharing sales session.)


It really sounds to me like your recruitment process could use an  
overhaul if this is what you're seeing for results.


That's my $0.02.

Jared

Jared M. Spool
User Interface Engineering
510 Turnpike St., Suite 102, North Andover, MA 01845
e: jsp...@uie.com p: +1 978 327 5561
http://uie.com  Blog: http://uie.com/brainsparks  Twitter: jmspool
UIE Web App Summit, 4/19-4/22: http://webappsummit.com

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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Rob Tannen
Jared - You're one of four people (the other three being my wife and
daughters) who I can't win an argument with, so I won't bother. 
But I am curious as to whether others have recruitment experiences
that are more similar to yours or mine.  Maybe I'll have to download
your report.


. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Jared Spool
In addition to our report, I should've also mentioned that Dana  
Chisnell has been writing on this topic on her blog:


Yes or No: Make Your Recruiter Smarter
http://is.gd/iFrx

Why Your Screener Isn't Working
http://is.gd/iFrV

Her firm, Usability Works, are ideal recruiters and understand why UX  
recruiting is not the same as market research recruiting. They also  
have very low no-show rates and produce high-quality participants,  
even for very unusual project requirements. They're on the top of my  
list for outside recruiters. (Dana will also help you set up an  
effective internal recruitment process, if that's how you want to go.)


Jared


On Feb 6, 2009, at 12:26 PM, Jared Spool wrote:


Hi Vicki,

I'll take a stab at answering these two, since the others are very  
broad and could result in endless threads of their own on this list.


On Feb 6, 2009, at 6:44 AM, Vicki Splaine wrote:


1) Tips for successful recruiting using in house resources, as we can
not use an outside recruiting agency for cost reasons?


I co-wrote an entire report on just this subject called Recruiting  
Without Fear (http://is.gd/iFbB). It's 43 pages of tips on how to do  
your own recruiting.


In our research, the most effective organizations do their own  
recruiting, because it's a great way to extend your research  
capabilities. It's not hard to do, but there is a fair amount of  
administration involved, so you have to be prepared to put the  
resources into it. Shirking on the resources will reduce the  
effectiveness, increase your costs, and take a lot more time in the  
long run.



2) We have considered forming a Customer Council.  A group of
dedicated users that represent defined personas for each brand.  The
idea is to utilize these individuals to get their feedback/opinion on
website enhancements, etc.  Does anyone have an experience using a
Customer Council model?


We've used customer councils and advisory boards in research with  
many of our clients. When done well, it's very powerful.


A couple of caveats:

1) Not all councils / boards are the same. Before invitations are  
sent out, the team really needs to know what they want to get from  
the council. If you just invite folks without having clear goals, it  
reduces the likelihood that the council/board will produce long-term  
useful results, beyond just enhancing the power of the echo chamber.


2) Make sure you're not confusing personas (which are behavior  
archetypes) with market segments (which are demographic/ 
psychographic groupings). For most organizations, it would be  
virtually impossible to form a council around personas, since well- 
formed personas don't map into specific individuals or groups.


3) Look beyond focus groups. Far beyond focus groups. Like, if  
someone says, Hey, let's just invite them together for a sort of  
focus group, take that individual out and slap them around. (I  
really think we don't take enough advantage of natural selection.  
Sometimes we just need to thin the herd, know what I mean?) If the  
primary execution of your council/board is to gather them together  
and have them discuss designs, don't bother. It's not going to  
provide any more insight than you currently have and, as found in  
many documented cases, is likely to lead your team in the wrong  
direction. The council/board will be of most use if you use them as  
a base for behavioral work, which probably means going to them and  
watching, not discussing.


Hope that helps,

Jared

Jared M. Spool
User Interface Engineering
510 Turnpike St., Suite 102, North Andover, MA 01845
e: jsp...@uie.com p: +1 978 327 5561
http://uie.com  Blog: http://uie.com/brainsparks  Twitter: jmspool
UIE Web App Summit, 4/19-4/22: http://webappsummit.com




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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Jared Spool


On Feb 6, 2009, at 12:56 PM, Rob Tannen wrote:


Jared - You're one of four people (the other three being my wife and
daughters) who I can't win an argument with, so I won't bother.
But I am curious as to whether others have recruitment experiences
that are more similar to yours or mine.  Maybe I'll have to download
your report.


I know the feeling. *I* can't even win an article with *me* somedays.  
And it really pisses me off.


Seriously. Download the report. If it doesn't help, I'll refund the  
money.


And feel free to contact me to talk about how to get your no-show rate  
down. It'll really make your life easier and get you better results in  
the long run.


Jared


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Re: [IxDA Discuss] User Testing and Recruiting Advice

2009-02-06 Thread Samantha LeVan
In thinking more on this topic and after absorbing Jared's comments,
another possible problem came to mind. You have to be flexible and
accommodating to the users you really want to bring in. If you have
found truly representative users for your study, work with their
schedule. Many people with 9-5 jobs cannot be at a study at 10am.
Offer evening and weekend opportunities in addition to traditional
business hours.

Find out if they have young children. I've had studies postponed at
the last minute because of childcare difficulties. Knowing this might
happened allowed me to communicate with users so they know it's okay
to let me know if something comes up. Rather than becoming a no-show
or cancelation, it's a reschedule for another day.

Look at how you promote the opportunity. If it doesn't sound fun or
lacks an impact on products the user actually uses, it could be hard
to convince them to help without much incentive. Show the user how
their feedback could impact the design. Make them feel like they have
a say in something important. This also works really well for internal
studies on enterprise applications. Employees like having a say in the
software they use everyday.

Samantha


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