Research and Design Sprint Methods Summary

Research Sprint Methods

Method

• Surveys/polls
• Interviews
• Focus groups
• Facilitation
• Forums/panels

Channel

• Online
• Email
• Telephone
• Mail
• In person/on the street

Methods and Channels

• Quantitative: Data (analytics)
• Qualitative: Information (listening)
• Online, Email, Telephone, Mail, In person/on the street
• Sampling Methodologies

Studies

• Context of Use Analysis
• Context of Use Methods
• Contextual Inquiry
• Longitudinal Study
• Ethnography
• Ethnographic Research and Methods
• Evaluating (Usage of) an Existing System
• Diagnostic Evaluation
• Field Study and Methods
• Diary Study
• Photo Study
• Peers Observing Peers
• Immersion

Usability Inspection Methods Heuristic and Walkthrough

• Heuristic
• Heuristic Evaluation/Expert Review/Expert Interview/Expert Evaluation
• Heuristic Walkthrough
• Cognitive Walkthrough
• Pluralistic Usability Walkthrough
• Metaphors of Human Thinking
• Persona Based Inspection

Input and Feedback

• Tour (Guided Tour, Experience Tour, Shadowing)
• Interviews (Preparation and Guide), (1:1/Individual and Group), (Phone and Online)
• In Depth Interviews
• Intercept Interviews (Guerilla)
• Contextual Interview (Contextual)
• Interview for Empathy
• Focus Group, Mini Groups
• Questionnaire/Survey/Poll (Design), (Paper and Online)
• Online Omnibus Survey
• Forums/Panels (Online and Off)
• Facilitation
• Conversation Starters, Stoke
• Community User Groups

Cognitive Models

• GOMS
• KLM-GOMS

Organization

• Organization Schemes

Tasks

• Task Analysis, Task Analysis Grid, and Task Modeling Methods
• Cognitive Task Analysis
• Hierarchical Task Analysis
• Allocate Tasks
• Integrating offline activity

Internationalization and Localization

• Cultural Probe
• Internationalization
• Localization

Design Sprint Methods

Agile-Scrum Software Development/Project Management (and Kanban)

• Project Chartering (Example: Rich Picture)
• Cross Functional Team
• Creating a Culture that Supports Change
• Everybody Owns the Problem (Collective Ownership)
• Simple Design/Quick Design Session
• Story-Driven Modeling
• Time Boxing
• Facilitation
• Use Case
• User Story
• Role-Feature-Reason, Three C's, INVEST
• Personas
• Story splitting
• Story mapping
• Task Board/Kanban Board (Information Radiator), Sign Up for Tasks
• Show and Tell
• Retrospectives/Heartbeat Retrospective
• Niko-Niko Calendar (Mood Board)

Workshop

Creative Workshop

• Facilitator, Moderator
• "How might we..."
• Thinking Hats
• Mindsets

Participation

• Participant Observation
• Participatory Design/Co-Creation
• Participatory Evaluation (Prototype)

Generating Ideas

• Idea Generator Events
• Fast Idea Generator

Design Games

• Affinity Diagramming (Synonym: Mind mapping)
• Storytelling (See also Pitch)
• Crazy Eights
• Storyboard
• Mindmap
• Brainstorm (Rules and Facilitation), (Metaphor Brainstorming, Braindrawing, Brainwriting)
• Collage
• Draw It (Individual and Group)
• System Map
• Miscellaneous: Mash Ups, Moodboard, Download Your Learnings, Bundle Ideas, Create a Concept, Create Frameworks, Share Inspiring Stories, Get Visual, Find Themes, Explore Your Hunch, Gut Check, Create Insight Statements, Top Five
• Lego Serious Play and Lego Journey Map

Problem Methods

• Problem Structuring
• Problem Solving Methods

Web Design

• Taxonomy, Information Architecture (IA)
• Website Requirements
• Free Listing
• Card Sorting (Open and Closed)
• Mental Models (referenced in Card Sorting)
• Site Map
• Content Strategy, Content Inventory
• Parallel Design

Critique

• Share, discuss
• Dotmocracy
• Silent Critique
• Group Critique

Wireframe, Mock Up, Prototype

• Wireframe
• Mock Up
• Prototype
• Prototyping Protocol
• Prototyping Framework
• Prototyping Methods
• What to Prototype, Who to Involve
• Paper Prototyping (Synonyms: Low-fidelity prototype)
• Rapid Prototyping
• Rough Prototyping
• Live Prototyping
• Experience Prototype
• Service Prototype
• Prototype for Empathy
• Prototype for Test

Possible Supplies: Research and Prototyping Materials (IDEO)

• Prototyping materials
• Computer, internet connection
• Research materials
• Spreadsheet program

User

• User Centered/Centred Design (UCD)
• User Needs
• User Research, User Research Briefs
• User Experience (UX/UE)
• User Engagement
• Human Factors, Human-Computer Interaction (HCI)
• User Interface Design, User Interface Elements, Visual Design
• Interaction Design
• Usability Engineering
• Accessibility (Synonyms: ARIA, Section 508, WAI WCAG)
• Assisted Digital, Inclusive Services

User Testing

• Usability/Web Accessibility Evaluation/Testing and Methods
• Planning, Recruiting Usability Test Participants, Running Test, Analysis, Reporting Results
• Think-aloud Protocol
• Task Scenarios Usability Testing
• Same Day User Testing (Online Qualitative)
• Remote Evaluation/Testing
• Guerilla Testing
• Lab Based Testing
• Performance Testing
• Competitive Usability Testing
• Summative Usability Testing
• Formative Usability Testing
• Tree Testing
• Wizard of Oz
• Mobile Device Testing
• First Click Testing
• Eye Tracking
• Post Release Testing
• Pilot

User Testing Planning Documents

• UX Study Overview
• Usability Study Process and Materials Checklist DOCX
• Usability Test Plan
• What to Test/Note taker’s Guide DOCX
• SOW: Web Usability Testing, Web Usability Consulting, Usability and Focus Group Participant Recruitment, Usability
• Task Order Request
• Measurable Usability Goals
• Recruiting Screener: Website, Mobile Device Testing, Online Survey

User Testing Results: Document or Powerpoint

• Usability Rest Results (Short/Informal) and (Long/Formal)
• Survey Results Report
• Metrics Results Report
• Card Sort Results Report

Possible Supplies: Real World Testing Materials (IDEO)

• Space
• Staff
• Permits

Measurement (Testing and Post-Release)

• Rating Scales
• Likert Scale
• Attitude/User Satisfaction Questionnaire/Subjective Assessment
• Usability Benchmark/Benchmark Testing
• System Usability Scale (SUS)
• Critical Incident Technique (CIT)/Critical Incident Analysis
• Effective, Efficiency, Engaging
• Learnability, Easy to Learn
• Readability (Synonyms: Plain language)
• Analytics, Analytics Tools (Example: Web Analytics)

Feedback and Iterative Design

• Get Feedback, Integrate Feedback and Iterate
• Keep Iterating, Keep Getting Feedback

Retirement

• Life of a service
• Graceful Degradation

Other Planning Tools

Other Planning Tools

• Innovation Flowchart
• Asking the Right Questions
• Working with the Right People
• Causes Diagram
• Divergence and Convergence Diamond
• Blueprinting
• Evidence of Impact
• Account of Change
• Leverage Points
• Consolidating Learning from Development
• Mapping Scales PDF
• Systems Innovation
• Evidence Planning
• Leaning Loop
• Storyworld
• Causes Diagram
• Theory of Change
• Empathy Map
• Question Ladder
• Promises Potential Map
• Value Mapping
• Improvement Triggers
• Blueprint/Blueprint
• Marketing Mix
• Constructive Interaction
• Offering Map
• Service Image
• Touchpoints Matrix
• Evidencing
• Issue Card
• Selection
• Saturate and Group
• Point of View Madlib
• 3-12-3
• Needs / Wants / Desires
• I Like, I Wish, What If
• 5 Whys
• Who / What / When / Where/ Why / How
• Why, How, Laddering
• People Connections Map
• Experience Map
• Innovation Flowchart
• Critical Tasks List
• Testing Plan
• Team Persona Cards
• Activity Sheets 1 and 2
• Telephone Template
• Checklist
• Claims Analysis
• Function Allocation
• Physical Ergonomics
• Fishbone Diagram (Synonyms: Cause-and-effect diagram, Fault tree diagram, Ishikawa diagram, Root cause analysis)
• 7 plus or minus 2
• Chunking
• Hick's law (Hick-Hyman law)
• Wayfinding
• Conspicuity
• Affordance
• Fitts' Law
• Gestalt Principles
• Industrial Design