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Presenting UX insights

What I wish I knew as a Junior UX professional

Agnieszka (Aga) Rzesniowiecka

UX Researcher @IBM

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What we’ll cover today

Presenting UX Insights

Aga Rzesniowiecka

During the project: Setting up for success

Preparing the presentation: Format and slide deck anatomy

Delivering insights: Being bold

Recap and resources

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During the project

Presenting UX Insights

Aga Rzesniowiecka

Setting yourself up for success

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Presenting UX Insights

Aga Rzesniowiecka

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Get to know your stakeholders…

Presenting UX Insights

Aga Rzesniowiecka

What keeps users up at night?

What keeps stakeholders up at night?

Why do users drop off in the buying process?

Why does nobody use the Index bar we worked so hard on?

What kind of brand do users think we are when visiting our website?

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Get to know your stakeholders…

But remain critical

Presenting UX Insights

Aga Rzesniowiecka

I think that the problem is the navigation

We never had users complain about the low colour contrast so it’s probably not an issue.

No need to test content, a prestigious agency worked on it so it must be good!

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Who are my stakeholders?

A stakeholder can be anyone who has an interest in a project and can influence its success.

Presenting UX Insights

Aga Rzesniowiecka

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If possible, always involve stakeholders in user testing sessions

What benefits can you think of?

Presenting UX Insights

Aga Rzesniowiecka

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Timing is key!

It’s important not to miss the window of opportunity where UX can make a difference.

Presenting UX Insights

Aga Rzesniowiecka

What are their timelines?

My performance review is coming up – if we increase conversion by 5%, I might get a raise!

Our next sprint begins in 10 days, we need all design stories in Jira by then

We have a brainstorming session with the CEO about the website redesign next week. It would be great if you came and presented your findings!

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Once you understand your stakeholders’ needs and your own hypotheses, work backwards to make sure your study is aligned to its goals

These will be the amazing insights I will uncover

These are the data I need to confidently report these insights

This is how I need to run my research to obtain this data

These are all the resources I need to run my research

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Preparing the insights

Presenting UX Insights

Aga Rzesniowiecka

Presentation format and slide deck anatomy

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What format should I use?

Presenting UX Insights

Aga Rzesniowiecka

*Based on responses from 258 usability practitioners

Short answer: it depends.

When usability testing, some popular choices are:

  • Formal written test report with full details on the methodology (42% of usability practitioners*)
  • A ‘quick findings’ report (36%)
  • Informal meeting (27%)
  • An email with top findings (24%)
  • Formal presentation meeting (21%)

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Less popular (but fun) ways to share findings:

Usability Movie Night

Presenting UX Insights

Aga Rzesniowiecka

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Less popular (but fun) ways to share findings:

Collaborative document

Presenting UX Insights

Aga Rzesniowiecka

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For maximum impact, mix and match formats�

Presenting UX Insights

Aga Rzesniowiecka

I couldn’t make the usability movie night, but I was cc’d in the email so I got what I needed from that.

I saw popcorn and Coke so I went to the movie night! I found one finding surprising, so I read about it in a report afterwards.

One of my reports learned that most users thinks our website doesn’t seem trustworthy.

I need to find out more ASAP!

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What structure should I use in my report?

Presenting UX Insights

Aga Rzesniowiecka

*Based on responses from 258 usability practitioners

Usually, a report will have the following:

  • Background: purpose of research, sample, methodology (including limitations)
  • Table of contents
  • Executive Summary (write this last)
  • Detailed insights, ordered by importance
  • Next steps, if applicable
  • Appendix with additional resources

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What structure should I use in my report?

Presenting UX Insights

Aga Rzesniowiecka

*Based on responses from 258 usability practitioners

Usually, a report will have the following:

  • Background: purpose of research, sample, methodology (including limitations)
  • Table of contents
  • Executive Summary (write this last)
  • Detailed insights, ordered by importance
  • Next steps, if applicable
  • Appendix with additional resources

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I have so much data! What do I do?

There are strategies you can implement on the report level and on the insight level.

Presenting UX Insights

Aga Rzesniowiecka

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I have so much data! What do I do?

On the report level, prioritise.

There is no need to describe everything you observed.

Presenting UX Insights

Aga Rzesniowiecka

You can use any matrix that makes sense in your context

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I have so much data! What do I do?

On the report level, prioritise.

There is no need to describe everything you observed.

Presenting UX Insights

Aga Rzesniowiecka

You can use any matrix that makes sense in your context

None of the participants could find the Buy button.

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I have so much data! What do I do?

On the report level, prioritise.

There is no need to describe everything you observed.

Presenting UX Insights

Aga Rzesniowiecka

You can use any matrix that makes sense in your context

None of the participants could find the Buy button.

Participants perceived the brand as not trustworthy.

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I have so much data! What do I do?

On the report level, prioritise.

There is no need to describe everything you observed.

Presenting UX Insights

Aga Rzesniowiecka

You can use any matrix that makes sense in your context

None of the participants could find the Buy button.

Participants perceived the brand as not trustworthy.

Our old promotional code is still up on page X

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I have so much data! What do I do?

On the report level, prioritise.

There is no need to describe everything you observed.

Presenting UX Insights

Aga Rzesniowiecka

You can use any matrix that makes sense in your context

None of the participants could find the Buy button

Participants perceived the brand as not trustworthy

One participant hates blue so they didn’t like the website

Don’t include

Our old promotional code is still up on the page

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I have so much data! What do I do?

On the report level, prioritise.

One prioritised, you can make this obvious by displaying priority next to the insight.

Presenting UX Insights

Aga Rzesniowiecka

*Based on responses from 258 usability practitioners

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I have so much data! What do I do?

On the insight level, dig deeper.

Lessening the stakeholder’s cognitive burden will help them digest insights more easily.

Presenting UX Insights

Aga Rzesniowiecka

What?

Observation – what we saw

So what? (x5)

Insight – what it means

Now what?

Recommendation

Framework for reflective practice, 2001.

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Example Deck

IBM | Domain name`

Lead with Now what?

What?

Observation

So what? (x5)

Insight

Now what?

Recommendation

Example:

Observation

None of the participants saw the Buy Now button on the page.

Insight

The company is missing out on revenue from potential customers who can’t locate the Buy Now button.

Recommendation

Place the Buy Now button next to each product to enable customers to make a purchase.

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How can I make the report consumption easier?

Use a consistent format to aid navigation

Presenting UX Insights

Aga Rzesniowiecka

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How can I make the report consumption easier?

Use pictures of the product to ensure shared context

Presenting UX Insights

Aga Rzesniowiecka

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How can I make the report consumption easier?

Include quotes, video snippets, and artefacts such as personas to support your findings and help foster empathy

Presenting UX Insights

Aga Rzesniowiecka

I absolutely love this new shipping form. Previously, it asked for so much unnecessary information!

I want to buy 3 copies of SPSS but there is no option to do that in the shopping cart, I am confused as to why.

*video of participant struggling with navigating back to the homepage*

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Delivering the insights

Presenting UX Insights

Aga Rzesniowiecka

Being bold and accurate

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Be bold with your recommendations

Presenting UX Insights

Aga Rzesniowiecka

*Based on responses from 258 usability practitioners

Don’t say this:

“Explore options for button naming”

Do say this:

“Change button wording to X, to help convey Y”

Don’t say this:

“Change the heading to make X clearer”

Do say this:

“Front-load the heading with X so scanners spot it more easily”

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Tag and call out stakeholders to encourage them to act

Presenting UX Insights

Aga Rzesniowiecka

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Use language your stakeholders use

Presenting UX Insights

Aga Rzesniowiecka

Credit @martynreding

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This is just the beginning!

In research, we need to ‘bang the drum’.

Talk to stakeholders about user issues and needs as much as possible - you’re the user’s advocate!

Do this until you hear other stakeholders talking, caring, and doing something about them.

Repeat, repeat, repeat

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Let’s recap

Presenting UX Insights

Aga Rzesniowiecka

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Summary

During the project

Get to know your stakeholders, but remain critical

If possible, always involve stakeholders in user testing sessions

Timing is key!

Preparing the presentation

Formats vary, but try to include study background, executive summary, insights and recommendations, next steps, and appendix

Make sure your presentation is focused – on a report and insight level.

Make sure your presentation is easy to digest.

Delivering the presentation

Be bold with your recommendations

Tag and call out stakeholders to encourage them to act

Use the language your stakeholders use

Presenting UX Insights

Aga Rzesniowiecka

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Presenting UX Insights

Aga Rzesniowiecka

Thank you

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Appendix

Presenting UX Insights

Aga Rzesniowiecka

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Additional reading and resources

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Extending the shelf life of your findings

Presenting UX Insights

Aga Rzesniowiecka

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Extending the shelf life of your findings

Research nuggets

Presenting UX Insights

Aga Rzesniowiecka

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Extending the shelf life of your findings

Research nuggets

Presenting UX Insights

Aga Rzesniowiecka

A nugget is an observation made through research. Example of a research nugget within an insight library:

  • Title: Exit interview with Primary Member, John Smith
  • Directory: drive.google.com/open?id=jhfg54hg45hg54khg (this is a fictional URL)
  • Date: April 6, 2016
  • Source name: #BenjaminGadbaw #ChristopherKennedy
  • Source type: #UX
  • Sensemaker name: #BenjaminGadbaw
  • Media type: #Video
  • Research method: #Interview
  • Nugget (the observation): #Conference room sofas make conference rooms feel silly
  • Observation Directory: youtu.be/HFDS74h_7?t=1m50s
  • Experience Vector: #Negative
  • Magnitude: #Medium
  • Frequency: #High
  • Emotions: #Embarrassment #Amusement #Annoyance
  • Characters: #PrimaryMember #Member #Client #Candidate

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Extending the shelf life of your findings

Re-mixing insights

Presenting UX Insights

Aga Rzesniowiecka

  • ,

Reuse and recycle your findings if they are still relevant:

  • In other decks (e.g. your colleague’s presentation about a similar feature)
  • In meetings (during discussions and brainstorming sessions)
  • To inform research in other departments
  • Sending out a screenshot from your presentation via email/slack can also be useful!

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Extending the shelf life of your findings

Building on your research

Presenting UX Insights

Aga Rzesniowiecka