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ESCAPE THE LABLET’S!GET!STARTED!MMKAY?
Thursday, October 1, 2009
Thursday, October 1, 2009
I’m Nate BOLT
Thursday, October 1, 2009
10 YEARS234 STUDIES2,615 PARTICIPANTS (MODERATED)89 ORGANIZATIONS19,120 HOURS
Thursday, October 1, 2009
#ETLAB
Thursday, October 1, 2009
remoteUSABILITY
Thursday, October 1, 2009
oh
Thursday, October 1, 2009
and
Thursday, October 1, 2009
also
Thursday, October 1, 2009
NO
Thursday, October 1, 2009
time
Thursday, October 1, 2009
travel
Thursday, October 1, 2009
OR
Thursday, October 1, 2009
lasers
Thursday, October 1, 2009
HOW!TO!BEgraceful
When All Your
TECHNOLOGYBREAKS
Thursday, October 1, 2009
PLEASE!DON’T!TRIPON!THE!CABLES
Thursday, October 1, 2009
SO!ANYWAY WHAT’s UP WITH YOU?
Have you conducted remote testing before? Most important thing to get out of today?Biggest concern about remote research?
Thursday, October 1, 2009
IT’S!TIME!TO!BREAK!OUT!YOUR
LAPTOPAND!GET!ON!THE!WIFI
Thursday, October 1, 2009
WIFI: CED"CLASSROOM(NO!PASSWORD)
Thursday, October 1, 2009
GO!TO escapethelab.coM
Thursday, October 1, 2009
Remote Research
Definition:
Research where the participant is not sharing physical space with the researcher.
In personRemote
% of qualitative research done remotely*
*Source: BP’s best guess
Thursday, October 1, 2009
a demonstration
Thursday, October 1, 2009
Thursday, October 1, 2009
Thursday, October 1, 2009
What we’ll cover today
When to go remoteStudy DesignRecruitingToolkitModeratingPitfalls
Thursday, October 1, 2009
When does remote win?
Thursday, October 1, 2009
Native Environment
Cheap ethnography, not cheap lab.
Thursday, October 1, 2009
Real Time
Allows self-motivated tasks.
Thursday, October 1, 2009
Involved Observers
Easier to collaborate in real time.
Thursday, October 1, 2009
Geography
Thursday, October 1, 2009
When does remote fail?
Thursday, October 1, 2009
Bandwidth
Yes, it’s an issue.
Thursday, October 1, 2009
Translation
It’s expensive and difficult to do live.
Thursday, October 1, 2009
Minors
Consent is a bear.Especially if they’re under 13.
Thursday, October 1, 2009
Faces
Most users don’t have webcams.Webcams are a little invasive.
Thursday, October 1, 2009
making the most
Thursday, October 1, 2009
TIME-AWARE TasksTold to find purple pumps.
Doesn’t care.
Has to wear this for sister’s wedding this weekend.
Whole different interview.
Thursday, October 1, 2009
Real Time OBservers
Thursday, October 1, 2009
Change on the fly
“No one seems engaged in the laptop customizer”
“Let’s add questions about who they get recommendations from”
Thursday, October 1, 2009
EXERCISEJUMP IN THE POOL
Groups of 5
Pick one moderator and one participant
10 minutes of moderating
Thursday, October 1, 2009
MODERATOR Instructions
Your partner has the same puzzleGoal: find out what’s hardest about itHint: ask them to give you a play by play of what they are doingFollow along with your puzzle (remote puzzle sharing?)
NO helping, even if you could.
Thursday, October 1, 2009
A PrizE
First person to finish the puzzle wins a hand-imported organic Rococo chocolate bar with four flavors to choose, including bacon, if you’re into weird stuff.
Thursday, October 1, 2009
Thursday, October 1, 2009
Surprises?
Thursday, October 1, 2009
Designing Remote Studies
Thursday, October 1, 2009
Thursday, October 1, 2009
Thursday, October 1, 2009
AUTOMATED Tools
Thursday, October 1, 2009
plan THIS
Thursday, October 1, 2009
plan THIS
MethodRecruitingLogisticsIncentives (optional)
Thursday, October 1, 2009
MODERATED must-haves
Thursday, October 1, 2009
MODERATED must-haves
Consent
Thursday, October 1, 2009
MODERATED must-haves
ConsentTech set-up
Thursday, October 1, 2009
MODERATED must-haves
ConsentTech set-upThe beef
Thursday, October 1, 2009
MODERATED must-haves
ConsentTech set-upThe beefDe-installation
Thursday, October 1, 2009
MODERATED must-haves
ConsentTech set-upThe beefDe-installationThanks & incentive
Thursday, October 1, 2009
Re-script for remote
Thursday, October 1, 2009
Re-script for remote
“Ok, I’d like you to start from the homepage, pretend you are shopping for groceries for
a party, and buy some paper plates.”
Thursday, October 1, 2009
Recruiting
Thursday, October 1, 2009
Recruiting
Same: Good talkersSame: Demographic fits
Thursday, October 1, 2009
Recruiting
Same: Good talkersSame: Demographic fitsDifferent: Relevant current tasksDifferent: Compatible tech
Thursday, October 1, 2009
LogisticS: What & How
Provide test targetAccessCredentials
Thursday, October 1, 2009
Logistics: Who & When
How to connect with the user (we’ll discuss in Tools)
Managing time zonesSession length
Thursday, October 1, 2009
Paying Incentives
Collect minimal personal infoDeliver quicklyAppropriate for location
Thursday, October 1, 2009
Advanced planning:hybrid studies
Numbers actually do lie sometimesAnd they don’t tell you the why3-5 remote interviews is all you need
Thursday, October 1, 2009
Portable Research
Thursday, October 1, 2009
BREAK
Thursday, October 1, 2009
Recruiting for Remote
Thursday, October 1, 2009
We all need people
Relevant tasksCompatible techGood talkersDemographic fits
Thursday, October 1, 2009
Gold Standard
Live recruitingGet as close as you can
Thursday, October 1, 2009
Recruiting Options
EthnioLinks or house ads to online formsRecruiting agenciesCustomer email listsPanelsCraigslist/online ads
Thursday, October 1, 2009
use Ethnio when
Website accessSome budgetQuotas are relatively simple
Thursday, October 1, 2009
use forms when
You can place a link but not codeLow budgetQuotas are relatively complexOptions:
Google Docs
Wufoo
Thursday, October 1, 2009
Google docs
Thursday, October 1, 2009
use Agencies when
No website accessPeople whine about first-time visitorsHigher budgetOnline recruiting failed
Thursday, October 1, 2009
Customer lists
Sub-segmentsOwnership requirementsNo website access
Thursday, October 1, 2009
PANELSThursday, October 1, 2009
Craigslist
When other methods don’t workNo doughTakes a whileEmbarrassing to admit
Thursday, October 1, 2009
the Gold Standard again
Live recruitingGet as close as you can
Thursday, October 1, 2009
Live Recruiting Math
Target: 6 recruits/hourAllow for: 1% response (low average)
You Need: 8-10,000 uniques/day
Thursday, October 1, 2009
Thursday, October 1, 2009
Thursday, October 1, 2009
Screener constraints
Keep it shortDifferent from surveysWho gets paid?Combining is clever
Thursday, October 1, 2009
Remember the Point
Tasks that align with research goalsTechnical compatibilityControl demographics
Thursday, October 1, 2009
EXERCISE
Technical compatibilityControl demographicsethnio.com escape / escape
Create a live recruiting screenerEthnio or Wufoo10 questions max15 minutes
Thursday, October 1, 2009
Thursday, October 1, 2009
Your best questions
Thursday, October 1, 2009
SwitchING TO ethnio...
Thursday, October 1, 2009
Remote Research Toolkit
Thursday, October 1, 2009
5 easy pieces
Talk to the userSee what they’re doingTake notes (optional)
Involve observers (optional)
Record audio & video (optional)
Thursday, October 1, 2009
Communication
Reliable
Can be expensive for international
Conference calls needed for observers
The Past
phone
Cheap or free
Harder for users
Can combine with screensharing to stress user’s connection
The Future
Skype / VOIP
Thursday, October 1, 2009
Screen-sharing
Adobe Connect
LiveLook
WebEx
GoToMeeting
StandaloneUserVue
Integrated
Thursday, October 1, 2009
Adobe Connect
Thursday, October 1, 2009
Livelook
Thursday, October 1, 2009
Webex
Thursday, October 1, 2009
Uservue
Thursday, October 1, 2009
GoToMeeting
Thursday, October 1, 2009
Taking Notes
Second monitor if possibleExcel Hack (for time codes)
Thursday, October 1, 2009
Observer Involvement
IMWeb Chat RoomsIntegrated ChatPassing Notes
Thursday, October 1, 2009
Recording Tools
Phone Patch
Cables
HardwareCamtasia (Windows)
iShowU HD (Mac)
Software
Thursday, October 1, 2009
LUNCH.ASK!THE!INTERNETOR!ANYONE!BESIDES
ME
Thursday, October 1, 2009
djeat - A stupid way of saying "Did Ya Eat?" or a nickname for Derek Jeter.
Thursday, October 1, 2009
let’s get even more technical
Thursday, October 1, 2009
Phone patch set up
Thursday, October 1, 2009
Simple Set-up
Thursday, October 1, 2009
Intermediate Set-up
Thursday, October 1, 2009
Advanced Set-up
Thursday, October 1, 2009
AGAIN THE Tools
Thursday, October 1, 2009
exercise
Roll your ownWhat will be your base set-up?
Write it down
Thursday, October 1, 2009
Your version?
Thursday, October 1, 2009
Moderating for Remote
Thursday, October 1, 2009
Is it really any different?
(Short answer: some.)
Thursday, October 1, 2009
Chances are they’ve never done this before
Thursday, October 1, 2009
What they worry about
Thursday, October 1, 2009
Who are you and can I trust you?
Thursday, October 1, 2009
If you can see my screen,can you see my face?
Thursday, October 1, 2009
Will you be able to takecontrol of my computer?
Thursday, October 1, 2009
Will you help me get the plug-inoff my computer at the end?
Thursday, October 1, 2009
Will this work if I have afirewall/proxy/strict IT department?
Thursday, October 1, 2009
Is this going to end up onYouTube?
Thursday, October 1, 2009
Will I really get the incentiveif I do this?
Thursday, October 1, 2009
How long will it take?
Thursday, October 1, 2009
Is it OK if I have to take a quick callin the middle?
Thursday, October 1, 2009
Is it OK if my kids/dog/homies are making noise in the background?
Thursday, October 1, 2009
OXYMORON?Remote empathy
Thursday, October 1, 2009
Phone Interviewing Specifics
Thursday, October 1, 2009
Pitfalls
Things sound leading
Thursday, October 1, 2009
Body language is hugeActual language is important too
Make sure you’re comfortable
Thursday, October 1, 2009
BREAK
Thursday, October 1, 2009
EXERCISE
Thursday, October 1, 2009
Thursday, October 1, 2009
How did it go?
Thursday, October 1, 2009
Advanced TechniquesHigh Emotions
Thursday, October 1, 2009
Advanced TechniquesOne to many moderation
Multi-threadingThursday, October 1, 2009
Future Frontiers
Thursday, October 1, 2009
Observer inputOne more stream on your screen
(Possibly 2 or 3)
Thursday, October 1, 2009
So, what could go wrong?
Thursday, October 1, 2009
3 points of failure
Technologyyours
participant’s
observer’s
RecruitingScripting
Thursday, October 1, 2009
Control what you can control
Which is, your set up.You wouldn’t go backpacking without checking your gear.Do it 24 hours in advance. Or else.
Thursday, October 1, 2009
Prepare for whatyou can’t control
User’s dog trips over power cordInternet affected by local weatherUser can’t installDoesn’t know how to install
Thursday, October 1, 2009
Mid-SessionTech
Problems
Thursday, October 1, 2009
Live Recruiting Problems
What if they gave a study and nobody came?
Thursday, October 1, 2009
Increase exposure
When you’re not getting enough viewsWhen the wrong type of users are responding
Thursday, October 1, 2009
Increase incentives
When it’s cheaperWhen you’re almost getting enoughWhen segments are tough
Thursday, October 1, 2009
Switch methodsWhen base traffic level isn’t high enough
Thursday, October 1, 2009
Script ProblemsCut the BS.
Thursday, October 1, 2009
The bottom lineIf they’re not engaged,
something’s wrong.
Thursday, October 1, 2009
Burn the scriptFind out what matters.
Thursday, October 1, 2009
SPONSORSRosenfeldmedia.com - 20% off everything at with discount code: TRIUPA
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UserZoom.com - 20% discount on any of the four licensed plan. Discount Code: Bolt&Peter
Thursday, October 1, 2009
quick feedback!GO!TO escapethelab.coM
Thursday, October 1, 2009
QUESTIONS
Thursday, October 1, 2009
@boltpeters@BOLTRON
#ETLAB
Thursday, October 1, 2009
kthxbai.
Thursday, October 1, 2009