Research is not a linear or static process. It is a dynamic and cyclical process that involves planning, conducting, analyzing, and sharing your findings. Along the way, you may encounter new challenges, opportunities, or insights that require you to adjust your research plan, methods, or questions. For example, you may discover that your initial assumptions about your users are wrong, that your project scope or timeline has changed, or that you need more or different data to validate your design decisions. Adapting and iterating your research process allows you to respond to these changes and ensure that your research is relevant, valid, and useful.
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Research plans look brilliant in the lab. But reality will throw curve balls at you and often you won't have much runway to make adjustments. So pressure test your research plans early with scenario planning that uses 'what must be true' assumptions. E.g Legal will allow us to engage with existing customers. This gives you time to identify fall back plans ahead of time.
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Adapting and iterating your research process is vital to maintain relevance and accuracy. User needs, project goals, and market landscapes change. Flexibility ensures your design stays aligned with evolving dynamics, delivering solutions that truly resonate with users.
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My experience working with Matt on adapting and iterating our projects current resource process was incredibly helpful as we thoroughly planned to refine each step based on real time feedback from our stakeholders.
You can't predict everything that will happen during your research process, but you can prepare for some possible scenarios and contingencies. One way to do that is to use a flexible and agile research framework, such as the Lean UX cycle or the Double Diamond model. These frameworks help you structure your research process into phases or loops, where you define, explore, ideate, prototype, test, and learn from your users. By breaking down your research process into smaller and manageable chunks, you can adapt and iterate more easily and quickly. You can also use tools such as research roadmaps, research questions, and hypotheses to guide your research process and align it with your project goals and user needs.
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Additionally, it is important to establish success metrics and data collection methods from the beginning. This allows you to objectively evaluate progress and make adjustments as necessary. Adopting a continuous test concentration is also essential; Being willing to test your ideas quickly with low-fidelity prototypes can save valuable time and resources in the long run. Finally, remaining agile and responsive to changes in the project environment or users' needs will ensure that your research process remains relevant and effective regardless of the situations.
There is no one-size-fits-all method for every research situation. You need to consider factors such as your research objectives, questions, hypotheses, resources, constraints, and risks when selecting your methods. You also need to balance between qualitative and quantitative methods, depending on the type and amount of data that you need. Qualitative methods help you gain a deeper understanding of your users' behaviors, motivations, and emotions. Quantitative methods, meanwhile, help you measure and validate your findings with larger and more representative samples of users.
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Choosing the right research methods is like picking the perfect tool for the job. Begin by crystalizing your research objectives, understanding your audience, and assessing available resources. Match methods to your project's scope and timeline, focusing on approaches that generate practical insights. This ensures your research is not just effective but also a precise fit for your unique design challenges.
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It is essential to consider the stage of the project you are at. One-on-one interviews and focus groups are particularly useful in the early stages when you are trying to understand problems and opportunities. Questionnaires and surveys are best suited for later phases when you need to validate hypotheses or assess the prevalence of certain attitudes or behaviors. Prototyping and usability testing, in turn, are crucial for iterating and refining design solutions. It is also valuable to consider combining different methods to obtain a holistic view of the research problem. For example, you might start with qualitative interviews to explore an issue and then use quantitative research to measure the extent of the identified issue.
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Very true! Our Project found out very quickly that "One size does not fit all". Matt's guidance taught us about listening to the customer, asking the difficult questions. We were able to deliver with deeper understanding and gained stakeholder trust in our new research method.
One of the most important aspects of adapting and iterating your research process is to evaluate and refine your research questions. Research questions are the specific and focused questions that you want to answer with your research data. They help you define the scope, direction, and purpose of your research. However, your research questions are not set in stone. They may change or evolve as you learn more about your users, your project, and your design. You need to constantly review and revise your research questions to make sure that they are relevant, clear, and actionable. You can use techniques such as the Five Whys or the How Might We questions to dig deeper into your research questions and uncover the underlying needs and problems that you want to solve.
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Flexibility is key: As you delve deeper into your project, you might discover new information or aspects that you hadn't considered initially. Being flexible and adaptable with your research questions allows you to explore these unexpected but potentially valuable avenues. Stay focused: While refining your questions, it's crucial to maintain a balance. Ensure your research stays focused and doesn't become too broad or all-encompassing. Clearly defined questions will lead to more concise and insightful findings.
Adapting and iterating your research process is not only about you and your users. It is also about communicating and collaborating with your stakeholders, such as your clients, managers, team members, or other departments. Your stakeholders may have different expectations, opinions, or feedback about your research process and outcomes. Try to keep them informed and involved throughout your research process, and solicit their input and support when needed. Use methods such as stakeholder maps, personas, journey maps, or research reports to share your research findings and insights with your stakeholders. You can also use methods such as workshops, co-design sessions, or demos to engage your stakeholders in your research process and co-create solutions with them.
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I agree with this so much! Communication and collaboration in my experience with project stakeholders is incredibly important. We gained trust and 'buy in' via knowledge of individual goals, expectations and opinions.
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If you are changing your research plan and have not primed your sponsor ahead of time it's going to suck. So loop the sponsor in during the research design. Include setting expectations of fall back plans and associated costs and time impacts. It's much better to have these chats up front before the research has been kicked off as you can mould expectations with less emotional fallout
The last step of adapting and iterating your research process is to learn and improve from your research process. Research is not a one-off activity that ends with a report or a presentation. It's a continuous learning process that helps you improve your design and your practice. It's important to reflect on your research process and outcomes, and identify what worked well, what didn't work well, and what can be improved. You can use methods such as retrospectives, feedback sessions, or peer reviews to collect and analyze feedback from yourself, your users, and your stakeholders.
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Stuff ups, potatoe moments and wins. Capture them all and transparently share them with the wider design team. Often it's the small logistics you don't immediately think of that can trip you. E.g How will participants get into the building after hours when the lobby is closed.
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