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Portent, Inc. 
Qualitative Proof 
Guerrilla User Research for 
Content Strategy 
@PSSIGCHI 
#qualproof 
October 23, 2014 
@meaningmeasure 
Content Strategy Lead
Scope 
And Definition 
Qualitative 
Proof 
Guerilla 
User Research 
Content Strategy 
@pssigchi #qualproof @meaningmeasure
Our Approach 
It’s All Integrated 
PPC DISPLAY SEO SOCIAL BLOG CREATIVE 
PAID EARNED OWNED 
CONTENT 
ANALYTICS 
INFRASTRUCTURE 
Channels 
Elements 
@pssigchi #qualproof I teach here @meaningmeasure
Qualitative: 
The Interview 
• Journalism 
• Anthropology 
• Library Science 
@pssigchi #qualproof @meaningmeasure
Quantitative data is 
cool. But does it tell 
you why? 
@pssigchi #qualproof @meaningmeasure
Proof 
@natearcher 
The 5 whys 
Validating hand-offs 
Resource: http://rosenfeldmedia.com/ 
@pssigchi #qualproof @meaningmeasure
Gorilla 
@pssigchi #qualproof @meaningmeasure 
Bridget Coila
Guerrilla 
var. Guerilla 
(n.) group who 
uses their 
knowledge of the 
terrain to their 
advantage by 
ambushing and 
never engaging in 
open warfare. 
@pssigchi #qualproof @meaningmeasure
Guerrilla 
When you use it 
• No Budget 
• No Timeline 
• No Buy-in 
@pssigchi #qualproof @meaningmeasure
User 
Research 
Usability 
Research 
These two things are not the same 
@pssigchi #qualproof @meaningmeasure
Content Strategy: 
A plan for content 
creation, delivery, and 
governance 
@pssigchi #qualproof @meaningmeasure
Content Strategy: 
Business Goals 
Audience Needs 
@pssigchi #qualproof @meaningmeasure
What do these people want? 
@pssigchi #qualproof @meaningmeasure
Why would ever we 
skip user research? 
• Budget 
• Timeline 
• Buy-in 
@pssigchi #qualproof
Proof 
Why are you doing this research and what are you hoping to 
prove? 
@pssigchi #qualproof @meaningmeasure
Why am I 
doing this? 
Instruction 
and 
Alignment 
@pssigchi #qualproof @meaningmeasure
Empathy 
@pssigchi #qualproof @meaningmeasure 
Melodi2
Personas 
nForm 
http://nform.com/cards/personas/ 
Personas 
@pssigchi #qualproof
User Paths 
http://www.asis.org/Bulletin/Dec- 
12/DecJan13_Hert_Carlson_Wessel.html 
Hert, Carlson, Wessel 
@pssigchi #qualproof @meaningmeasure
User 
Journeys 
Sanjay Shetty 
http://www.business2communi 
ty.com/digital-marketing/3- 
core-concepts-successful-digital- 
content-strategy- 
0890914 
@pssigchi #qualproof @meaningmeasure
Content Audits 
Donna Maurer 
http://uxmastery.com/how-to-conduct-a- 
content-audit/ 
@pssigchi #qualproof @meaningmeasure
Voice & Tone 
https://blog.gathercontent.com/a-simple- 
tool-to-guide-tone-of-voice 
Kevan Gilbert 
@pssigchi #qualproof @meaningmeasure
Who am I 
doing this for? 
1. Me 
2. Stakeholders 
3. Collaborators 
4. People 
@pssigchi #qualproof @meaningmeasure
Surveys 
Questionnaire? 
And the survey says… 
@pssigchi #qualproof @meaningmeasure
Interviews 
In person or asynchronous 
• Who provides the 
interviewees? 
• Where do they take 
place? 
• What’s the story? 
@pssigchi #qualproof @meaningmeasure
Coffees 
Or teas… 
Informal 
Or personal… 
@pssigchi #qualproof @meaningmeasure
Coffeeshops 
Go ahead and 
call the cops 
Watering holes… 
@pssigchi #qualproof @meaningmeasure
Card sorts The life of party always 
brings the sharpie… 
With friends 
@pssigchi #qualproof @meaningmeasure
Taking it to 
the streets 
Get your gorilla on 
In store 
On campus 
On main street 
@pssigchi #qualproof @meaningmeasure
Embedding 
Secret Shopper Strategy 
There’s nothing like 
being there 
@pssigchi #qualproof @meaningmeasure
Talk Listen 
@pssigchi #qualproof @meaningmeasure
0-1-2 
No way. Meh. Yay! 
-Lynn Boyden, Genius 
@lrb23 
Likert Scales 
Meh. 
@pssigchi #qualproof @meaningmeasure
Real People Defy 
Stereotypes 
@pssigchi #qualproof @meaningmeasure
Real People Reject 
Clichés 
@pssigchi #qualproof @meaningmeasure
Awesome 
People who taught me 
Paula Land @plland 
Boon Sheridan @boonerang 
Lynne Polischuik @lynneux 
Bram Wessel @bramwessel 
Lynn Boyden @lrb23 
Chris Chandler @chrischandler 
@pssigchi #qualproof @meaningmeasure
YOU. 
Thank 
Portent, Inc. 506 2nd Ave. Suite 1700 Seattle. WA 98104-2354 | Tel: 206.575.3740 
Misty Weaver 
@meaningmeasure

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Qualitative Proof: User Research at PSSIGCHI

  • 1. Portent, Inc. Qualitative Proof Guerrilla User Research for Content Strategy @PSSIGCHI #qualproof October 23, 2014 @meaningmeasure Content Strategy Lead
  • 2. Scope And Definition Qualitative Proof Guerilla User Research Content Strategy @pssigchi #qualproof @meaningmeasure
  • 3. Our Approach It’s All Integrated PPC DISPLAY SEO SOCIAL BLOG CREATIVE PAID EARNED OWNED CONTENT ANALYTICS INFRASTRUCTURE Channels Elements @pssigchi #qualproof I teach here @meaningmeasure
  • 4. Qualitative: The Interview • Journalism • Anthropology • Library Science @pssigchi #qualproof @meaningmeasure
  • 5. Quantitative data is cool. But does it tell you why? @pssigchi #qualproof @meaningmeasure
  • 6. Proof @natearcher The 5 whys Validating hand-offs Resource: http://rosenfeldmedia.com/ @pssigchi #qualproof @meaningmeasure
  • 7. Gorilla @pssigchi #qualproof @meaningmeasure Bridget Coila
  • 8. Guerrilla var. Guerilla (n.) group who uses their knowledge of the terrain to their advantage by ambushing and never engaging in open warfare. @pssigchi #qualproof @meaningmeasure
  • 9. Guerrilla When you use it • No Budget • No Timeline • No Buy-in @pssigchi #qualproof @meaningmeasure
  • 10. User Research Usability Research These two things are not the same @pssigchi #qualproof @meaningmeasure
  • 11. Content Strategy: A plan for content creation, delivery, and governance @pssigchi #qualproof @meaningmeasure
  • 12. Content Strategy: Business Goals Audience Needs @pssigchi #qualproof @meaningmeasure
  • 13. What do these people want? @pssigchi #qualproof @meaningmeasure
  • 14. Why would ever we skip user research? • Budget • Timeline • Buy-in @pssigchi #qualproof
  • 15. Proof Why are you doing this research and what are you hoping to prove? @pssigchi #qualproof @meaningmeasure
  • 16. Why am I doing this? Instruction and Alignment @pssigchi #qualproof @meaningmeasure
  • 17. Empathy @pssigchi #qualproof @meaningmeasure Melodi2
  • 18. Personas nForm http://nform.com/cards/personas/ Personas @pssigchi #qualproof
  • 19. User Paths http://www.asis.org/Bulletin/Dec- 12/DecJan13_Hert_Carlson_Wessel.html Hert, Carlson, Wessel @pssigchi #qualproof @meaningmeasure
  • 20. User Journeys Sanjay Shetty http://www.business2communi ty.com/digital-marketing/3- core-concepts-successful-digital- content-strategy- 0890914 @pssigchi #qualproof @meaningmeasure
  • 21. Content Audits Donna Maurer http://uxmastery.com/how-to-conduct-a- content-audit/ @pssigchi #qualproof @meaningmeasure
  • 22. Voice & Tone https://blog.gathercontent.com/a-simple- tool-to-guide-tone-of-voice Kevan Gilbert @pssigchi #qualproof @meaningmeasure
  • 23. Who am I doing this for? 1. Me 2. Stakeholders 3. Collaborators 4. People @pssigchi #qualproof @meaningmeasure
  • 24. Surveys Questionnaire? And the survey says… @pssigchi #qualproof @meaningmeasure
  • 25. Interviews In person or asynchronous • Who provides the interviewees? • Where do they take place? • What’s the story? @pssigchi #qualproof @meaningmeasure
  • 26. Coffees Or teas… Informal Or personal… @pssigchi #qualproof @meaningmeasure
  • 27. Coffeeshops Go ahead and call the cops Watering holes… @pssigchi #qualproof @meaningmeasure
  • 28. Card sorts The life of party always brings the sharpie… With friends @pssigchi #qualproof @meaningmeasure
  • 29. Taking it to the streets Get your gorilla on In store On campus On main street @pssigchi #qualproof @meaningmeasure
  • 30. Embedding Secret Shopper Strategy There’s nothing like being there @pssigchi #qualproof @meaningmeasure
  • 31. Talk Listen @pssigchi #qualproof @meaningmeasure
  • 32. 0-1-2 No way. Meh. Yay! -Lynn Boyden, Genius @lrb23 Likert Scales Meh. @pssigchi #qualproof @meaningmeasure
  • 33. Real People Defy Stereotypes @pssigchi #qualproof @meaningmeasure
  • 34. Real People Reject Clichés @pssigchi #qualproof @meaningmeasure
  • 35. Awesome People who taught me Paula Land @plland Boon Sheridan @boonerang Lynne Polischuik @lynneux Bram Wessel @bramwessel Lynn Boyden @lrb23 Chris Chandler @chrischandler @pssigchi #qualproof @meaningmeasure
  • 36. YOU. Thank Portent, Inc. 506 2nd Ave. Suite 1700 Seattle. WA 98104-2354 | Tel: 206.575.3740 Misty Weaver @meaningmeasure

Editor's Notes

  1. Content Strategy Lead – Scoping, Scheduling. Previously contract – Helping people deliver content with a system on a schedule. Wrangling.
  2. Small scope. Q&A period. My narrow focus is these 5 terms.
  3. Why I teach CS. 10 week 6 weeks research, 2 weeks design, 2 weeks presentation/instruction Research is a luxury to most people
  4. My background. Journalism, MLIS. The Interview. How to word questions, listen between words. The 5 whys.
  5. Also learned quant: census, pew internet, market research, analytics. Useful but doesn’t tell me why.
  6. I need to know why. Why look for this page? Why made this choice? Purchase? Read all the Rosenfeld Media Books
  7. Not this kind of Gorilla
  8. Urban dictionary. It’s all politics.
  9. When I need these tactics
  10. There’s a spectrum of research and it’s broad. Research pre-design or concept. Just about people, their needs, pain, passions, behaviors. Later determine if what we have fits this or if we need to build it. I don’t do usability – testing once a product or service is launched. One thing that remains is how user research is a point for validation and testing of assumptions.
  11. Is user research for content strategy different
  12. Comes down to matchmaking.
  13. Relevance, credibility, decision-making, tasks, devices, channels they use. Looking at organization from outside in instead of designing or providing content from the inside out.
  14. If knowing the audience is necessary, why is user research left out?
  15. This is my test or validation. Talking to real people about why they think something is happening or wrong or right. An ounce of qualitative goes a long way.
  16. What will I create from this research. Guerilla – fast. I probably have to do them anyway.
  17. I am not the user. The CEO is not the user. Your mom is maybe the user. As long as you don’t have any stereotypes about who moms are and what their lives are like.
  18. Show people who real users are.
  19. Create scenarios, map content around decision points
  20. My journeys don’t even look this good – use storyboarding just to tell the story of the user. Totally Low fi.
  21. Build heuristics about if the content serves audiences. Can’t do my audit without people-based heuristics.
  22. Quick and dirty.