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What do you do if you need to ace a UX Research whiteboard exercise during an interview?

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A UX Research whiteboard exercise is a common challenge that you may face during an interview for a user research role. It is a way for the interviewer to assess your skills, knowledge, and approach to conducting and communicating user research. In this article, we will share some tips on how to prepare for and ace a UX Research whiteboard exercise, based on our own experience and best practices.

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Anatolii Ivashynenko ????

Head of Product
Janaína Rodrigues

UX Researcher | Researcher Ops

1 Understand the goal

The first thing you need to do when you are given a UX Research whiteboard exercise is to understand the goal of the exercise. What is the problem or opportunity that you are asked to research? Who are the users and stakeholders involved? What are the expected outcomes and deliverables? Clarify these questions with the interviewer before you start, and make sure you have a clear and specific research question to guide your process.

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Anatolii Ivashynenko ????

Head of Product
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- Always begin by clarifying the research problem with your interviewer. - Identify the target user group and key stakeholders to tailor your research approach. - Define clear, measurable objectives for the research to ensure focused outcomes.

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2 Choose a method

The next step is to choose a suitable research method that will help you answer your research question. Depending on the time and resources available, you may opt for a qualitative or quantitative method, or a combination of both. For example, you may use interviews, surveys, usability tests, or analytics to gather user feedback and data. Explain why you chose the method, how you would recruit and segment your participants, what tools and materials you would use, and what ethical considerations you would take into account.

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Anatolii Ivashynenko ????

Head of Product
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During an interview for a prominent tech company, I was presented with a whiteboard challenge to explore user engagement drops on their platform. I proposed a mixed-method approach, starting with quantitative data analysis to identify patterns in user behavior. This was followed by qualitative interviews with a segmented user group identified from the data. This strategy allowed for a comprehensive understanding of the underlying issues, demonstrating my ability to blend different research methodologies for in-depth insights.

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3 Plan your process

Once you have chosen your method, you need to plan your process and timeline for conducting and analyzing your research. How will you prepare your research plan, script, and protocol? How will you collect and store your data? How will you synthesize and interpret your findings? How will you document and report your results? Outline the main steps and milestones of your process, and estimate how long each step would take. Use a visual aid, such as a flowchart or a Gantt chart, to illustrate your process on the whiteboard.

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Anatolii Ivashynenko ????

Head of Product
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From my experience, a common oversight in whiteboard exercises is underestimating the importance of participant recruitment and ethical considerations. A more effective approach is to start with a robust recruitment strategy, ensuring a diverse participant pool that reflects the user base. Additionally, emphasizing ethical practices, such as informed consent and data privacy, not only showcases your professionalism but also your commitment to responsible research. This holistic planning demonstrates a deeper understanding of the research process beyond just data collection and analysis.

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4 Communicate your insights

The final and most important step is to communicate your insights and recommendations based on your research. How will you present your findings to your audience? What are the key insights and themes that emerged from your data? What are the implications and opportunities for design and business decisions? How will you prioritize and validate your recommendations? Use a clear and concise format, such as a summary slide, a persona, a journey map, or a storyboard, to convey your insights on the whiteboard. Use data, quotes, and examples to support your claims, and invite feedback and questions from the interviewer.

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Janaína Rodrigues

UX Researcher | Researcher Ops
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Uma maneira de comunicar insights para outras pessoas e ao mesmo tempo enriquecer o processo de análise de dados de pessoas usuárias, você pode utilizar dinamicas de equipe e facilita??o de workshops para que todos consigam contribuir com os resultados. Um exemplo é utilizar a técnica de mapa de afinidade para organizar e dar visibilidade dos insights de maneira já agrupada e categorizada.

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5 Practice and prepare

The best way to ace a UX Research whiteboard exercise is to practice and prepare beforehand. Find some sample exercises online or create your own, and practice solving them on a whiteboard or a paper. Ask a friend or a colleague to act as your interviewer, and get feedback on your performance. Review your research methods, tools, and frameworks, and refresh your knowledge on the latest trends and best practices in UX Research. Be confident, flexible, and creative, and show your passion and enthusiasm for user research.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What do you do if you need to ace a UX Research whiteboard exercise during an interview?

1

2

3

4

5

6

1 Understand the goal

2 Choose a method

3 Plan your process

4 Communicate your insights

5 Practice and prepare

6 Here’s what else to consider

User Research

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What do you do if you need to ace a UX Research whiteboard exercise during an interview?

1

2

3

4

5

6

1 Understand the goal

2 Choose a method

3 Plan your process

4 Communicate your insights

5 Practice and prepare

6 Here’s what else to consider

User Research

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