Posts tagged “research”

Steve leading a workshop in Barcelona about Making Research Real

Next week I’m off to Barecelona to speak at WebVisions. In collaboration with Kelly Goto, I’ll be running a workshop called Synthesis to Ideation:Making Research Real.

In this hands-on workshop, insight strategists Steve Portigal and Kelly Goto will lead you through a fast-paced, engaging workshop with one requirement: Rethink your research approach and implement new frameworks for collection and synthesis of findings — to create actionable artifacts and outcomes for the real world.

I’ve been leading workshops like this a lot over the past few years, but I’m really excited about the collaboration with Kelly; our approaches are generally aligned but different in interesting ways and we’re using that creative tension to give our participants a broader perspective.

If you’re interested in signing up, use registration code PORTIGAL for a 40% discount.

I’ll also be presenting Championing Contextual Research in Your Organization during the conference itself.

I hope to see you there!

Creativity is a practice (not a perfect)

Being creative ain’t always pretty and it’s rarely easy. Creativity is a practice that brings out the best and worst of us. The articles below have me pondering the shadow side of creative pursuit, how to stay motivated through the highs and lows, and which of these creative calisthenics I should try first.

How Creativity Connects with Immorality [Scientific American] – Citing a number of studies that link creativity to unethical behavior by employees, this article suggests that there is a dark side to creativity. This comes as no surprise to me. The internal tension that pits notions of “accepted” against “unheard of” is one of the most fundamental and key ingredients in creative production. Creative thinking is frequently predicated on a willingness to question the norms and accepted rules. In fact, if you want to practice your divergent thinking a bit today, I invite you to think of a rule at work (i.e. thou shalt not take the sticky notes home) and come up with ten, make that twenty, ways around it.

The authors hypothesized that it is creativity which causes unethical behavior by allowing people the means to justify their misdeeds, but it is hard to say for certain whether this is correct given the correlational nature of the study. It could just as easily be true, after all, that unethical behavior leads people to be more creative, or that there is something else which causes both creativity and dishonesty, such as intelligence.

What Doesn’t Motivate Creativity Can Kill It [Harvard Business Review] – I have a serious creativity crush on Teresa Amabile and particularly value her research contributions in the area of creativity and business. Here she emphasizes the importance of intrinsic motivation for fostering creativity within the organization and the delicate balancing act required when leaders utilize goals, evaluation, reward, and pressure to fuel innovation.

In the end, it’s level, form, and meaning of the motivator that makes for that perfect balance. Being told to do a tough job in a particular way, with no tolerance of failure, little expectation of recognition for success, and extreme, arbitrary time pressure, can kill anyone’s creativity motivation. But being given the same job, in a positive atmosphere where false starts are examined constructively and success is recognized, can drive creativity – and innovation – forward.

The articles above reminded me of an RSA animation for a talk given by Daniel Pink about how intrinsic motivation functions. I love it for both medium (graphic animation) and message (rewards come from within when you do what you love). If you are looking to amplify your creative practice, start with what you love to do already. And then do more of that.

RSA Animate -- Drive

Coarse Art: A 30-day experiment [Scree] – Definitions of creative thinking often refer to the four key skills of originality, flexibility, fluency and elaboration. Fluency is all about quantity- generating as many ideas as possible. Go. Go. Go. The more the merrier! My friend Emily, an Innovation Catalyst at a global corporation, recently undertook a month-long experiment in pursuit of creative fluency by committing to something she calls Coarse Art. Thirty days of making something, quickly, every single morning. No judgment, no reasons, no justifications. She just made something every day, celebrated the practice of it and reflected on all the struggles that this seemingly simple and deceptively challenging practice raised. You can find her article (and her art) on page 38. And if you are looking to develop your own creative fluency, it’s pretty simple. Commit to creating something (i.e. words, poems, assemblage, song, painting, culinary delight) everyday for 30 days in a row. And be sure to celebrate every single day, no matter what.

We readily celebrate the brilliance of a child’s first artistic experiments, noting the highly abstract elements and excitement inherent within their expression, though as grownups we suffer from massive celebration delay.

‘Inspiration is 80% Mental, 40% Physical’: Your Secrets of Creativity [The Atlantic] – Last month Jared Keller asked Atlantic readers how they come up with their best ideas. This article is filled with responses. It is like a pinata of productivity exploded into a shower of suggestions for generating new ideas. Take a look, there is something for everyone here. You will likely find at least one suggestion that resonates with you and inspires you to try a new way to get your creative juices flowing.

Do not silo your brain. I find myself at my most creative when I am connecting disparate things. How should I connect this blog post about reality television with a Congressional Budget Office white paper on home foreclosures? I am envious of designers who draw inspiration from a variety of sources: photography, textile patterns,medieval architecture, 1990s Geocities sites and the like. Inspiration needs room to breathe. I create this space by combining what I am working on with what I like.

Back from UX Lisbon

Last week I had the pleasure of visiting Lisbon and presenting at UX Lx.

I gave an updated version of “Well, We’ve Done All This Research, Now What?” where we did a brief observation of the area around the venue and then developed concepts that spoke to the needs we uncovered. Among the concepts the teams played with was a giant robotic sheep that would provide shade.

The slide deck:

Per Axbom took a series sketchnotes during the session and kindly posted all of them here.

I gave a short presentation on the final day of the conference, exploring the power of user research not only to uncover data that drives product development but to change the way an organization thinks about it’s customers and itself.

The slide deck:

Sketchnotes from LiveSketching.com, Per Axbom, and Francis Rowland.

Click to see larger original

(Side note: amusing to see the consistent use of the presenter caricature. The organizers of the conference may have contributed to this; in each attendee packet was a poster showing a funny if awkward scene with cartoon representations of all the different speakers, as well as a set of cards for one of the speakers. Attendees were supposed to trade cards until they got a complete set.)

Video now available from Steve’s talk at Mozilla

Last week I visited Mozilla’s beautiful, dog-friendly offices to talk with their user researchers and designers. They’ve just posted the video from my presentation of We’ve done all this research, now what?. Note that the start is cut off, and it kicks in at 11:47.

Note: the slides are included in the video but for easier viewing check out a similar presentation here.

Steve’s War Story: It’s All Going To Burn

My colleague and I showed up to learn about our research participant’s smart house. In the initial part of the interview, just trying to learn a bit about the family before we learned about the house, the participant (I’ll call him Jon) told me they home-schooled their kids. I was young and naive enough that I didn’t have a clue what other factors that typically signifies. When I asked about why they made that decision, Jon really snarled at me, I think because he was far more interested in showing me his gear than talking about his family, but I just explained that we wanted to learn about him as well. He told me that they didn’t support the school system and their attitude towards alternative lifestyles. That’s when I realized I was in an environment where the values were just really different than my own. Okay, no problem, that’s par for the course for the job. We spent a good long time after that checking out the details of a really incredible smart home system that he had built, cobbled, and coded together. Really incredible. Yet there was a constant theme of monitoring and control, of using the technology to check up on the kids from other rooms. Still, all good information. As we were getting to the reflective part of the interview, wrapping up or nearly so, Jon abruptly changed gears mid-explanation.

Jon: “Of course, none of this really matters because it’s all going to burn.”

Me + Colleague: [Puzzled silence]

Jon: “And now I have a question for you fellas: Have you accepted Christ as your savior?”

In my life in general, this is the sort of question I’m utterly unprepared for. In this interview, I knew it was coming, some part of my body was tense from the discussion of the rationale for home schooling, knowing that I was in a slightly vulnerable situation that was going to emerge at some point. So while I was dreading it all along, perhaps it came as some kind of relief. Watching the video later, I saw the most deadpan version of myself I’d ever seen: “…………Well…..perhaps that’s a question for another time.”

I was stuck, I couldn’t dishonor all the rapport-building and honest curiosity I’d been exhibiting for the past two hours, but now we were trapped. My colleague spluttered helplessly in an endless loop of reflecting back what Jon had said previously (“So…..it sounds like you’re saying…”). I kept waiting for my opening for the “Well, time to go!” but Jon really wanted to talk to us about what we should be doing and thinking, with respect to Christ. It seems this went on for a very long time, but we finally made it to the doorway. Jon asked us to wait, and went off to get something. We should have made a break for it, but we were ensnared by the requirements of politeness in our researcher role. He returned with some bible-related literature and exhorted us – in terms that would make the Glengarry Glen Ross salesmen proud – to follow up. Another eternity (if you will) and we were finally able to step away.

We made it to the car, drove a block and erupted in hysterical, gasping laughter. It was the laughter of relief, the kind of manic giggling you’d get from 10-year-olds who just got away from the angry shopkeeper. We had some choice words about Jon, once we were safe.

The experience was terribly uncomfortable; I could not find a way to follow my own values as a researcher and still protect myself from a conversation that was personally risky (as a Jew, I’ve had my share of proselytizing/Hell/Christ “discussions” and really don’t ever want to have one again). As a researcher, I am interested in and have respect for Jon’s views on his family, his home, education, and the afterlife. But as a person, I just don’t want to have to reveal my own beliefs or defend them, especially in this sort of setting.

This was more than 10 years ago, I wonder how I would handle it now.

Boost your creativity: Booze, barf and boredom

I am always on the lookout for ideas to boost creativity. Below are a few recent insightful readings…

Alcohol Benefits the Creative Process [Psychology Today] – Researchers at the University of Illinois at Chicago set out to determine if being intoxicated actually helped people think more creatively. They recruited people ages 21-30 and gave half of them vodka cranberry cocktails until their blood alcohol level reached .075. Then both groups completed a Remote Associations Test wherein they were given a series of three words (i.e. tar, arm, peach) for which they had to find a single word that would create two-word phrases with all three (i.e. pit). This kind of task was chosen to assess creativity because it is believed that the most obvious response is often not correct and therefore people must search for other more remote words in order to solve the problem. The findings indicate that the intoxicated participants not only performed better than their sober counterparts, they did so in less time and were more inclined to attribute their performance to a flash of insight; an “Aha!” moment.

Why might being intoxicated lead to improved creativity? The answer has to do with alcohol’s effect on working memory: the brainpower that helps us keep what we want in mind and what we don’t want out. Research has shown that alcohol tends to reduce people’s ability to focus in on some things and ignore others, which also happens to benefit creative problem solving.

I had a great excuse to practice this approach this weekend (admittedly, this was not the first time). I found that a yuzu-infused cocktail from Morimoto in Napa actually did catalyze divergent thinking. In fact, I generated a significant number of ideas for ideation and training sessions that involve yummy bites and liquid concoctions.

Produce First, Sharpen Second: What Dylan’s Vomit Teaches Us About The Creative Process [The Creativity Post] – This article references Bob Dylan’s creative process behind Like A Rolling Stone which involved a massive vomit of verses followed by a period of crafting and sculpting that rambling mass into an exquisitely refined piece of work. Dylan’s experience and other examples from the article illustrate a topic that I believe is profoundly important to understanding what creative thinking is and how to facilitate it. Creativity involves two polarized modes of thinking that can be described as opposites: divergent/convergent, imagination/logic, improvisation/composition, writing/editing, and so on. The key is to keep these two modes, vomit/cleanup, separate. Do not mix! In fact, a recent study at a Dutch university that is cited in this article concluded that taking a break between creating ideas and assessing them actually improves one’s ability to recognize the more promising concepts. Quick tip: The next time you are looking for great ideas, set yourself (or your team) a wildly large goal (i.e. 30-100 ideas) and don’t stop until you reach that number. Then take a break (10 minutes, 24 hours, whatever). Finally, go back and dive in to your ideas to cluster, organize, eliminate and ensure that the best ones rise to the top. Then give them refinement and strengthening that they deserve!

The reason we should “never correct or rewrite until the whole thing is down” is because we initially don’t know which of our ideas are worthwhile. It’s only after we get everything down that we are able to recognize what works from what doesn’t. This is the lesson from Ritter’s research: we need to give the unconscious mind time to mull it over so it can convince the conscious mind to make adjustments.

Want To Be More Creative? Get Bored [Fast Company] – If you are looking for something to do between ideaphoria and analysis, a break that Edward deBono calls the “creative pause”, give some thought to not thinking at all. The author reflects on the importance of clearing the mind and the calendar and not doing a thing. Why? Because this space of quiet be-ing (not doing) is a lacuna from the litany of productivity and entertainment. It gives the mind room to breathe. Think of it as mental yoga, a place to pause between the inhale of ideas and the exhale of action.

I know it sounds strange, but I welcome boredom. It forces me to ponder. But to make sure we’re on the same page, when I speak of boredom, I’m not referring to killing time on your smartphone, your iPad, or your laptop. I’m not even talking about paging through a book. I mean bored as in doing absolutely nothing.

 

This Week @ Portigal

You can tell just how busy things are by the dearth of non-This Week postings here.

  • We’ve synthesized, organized, and otherwise pummeled our data into a story. Now comes telling that story!
  • For one client, we’re creating the final presentation, honing ideas, getting feedback, finessing the wording.
  • With another client, we’re nailing down the core of the story and thinking ahead to editing video.
  • I’ll be sharing some stories and pictures from a wonderful trip to Austin.
  • What we’re consuming: Waco Brothers, Cosentino Winery Cigarzin.

ChittahChattah Quickies

P&G gets innovative [Cincinnati.com] – The process behind Tide Pods includes lots and lots of research such as “talking” to 6,000 consumers. It appears this research was all done in simulated environments. I am bemused by the willing self-deception that if you put a couch in a lab, it makes the research contextual. I’d like to see P&G watching people do laundry in their real, non-idealized, messy, distracted, semi-functioning environment. Because then maybe you’d get takeaways richer than “Most laundry-doers are looking for a way to get it done faster.”

Inside the Beckett Ridge “home,” P&G researchers interviewed regular people as they sat in the comfortable couches of a mock family room or at the counter of a mock kitchen. They did the wash in a fully functioning laundry room. Through it all, they were videotaped and audiotaped, so P&G can capture how the wash gets done in a real-world setting…Back at Beckett Ridge, researchers worked on the packaging and the store display. Inside the “grocery store” with its six aisles, two checkout lanes and a self-scan lane, cameras are everywhere, recording how shoppers shop. The video feed can be streamed to any P&G Intranet site so questions and comments can be called in.

Never Too Early Movie Predictions – Sure, if we care at all, we’re still digesting the most recent Academy Awards. But forgot about 2012, this site has predictions through 2017. Sheesh, I haven’t seen any of these movies! Another moment where the corners of the Internet remind you that everyday life is filled with some genuine science fiction moments.

2015 Oscar Best Picture predictions
1. Noah
2. Citizen Hughes: The Power, The Money And The Madness
3. Churchill And Roosevelt
4. Avatar 2
5. The $700 Billion Man
6. The Color Of Lightening
7. Serena
8. Americana

Young Women Often Trendsetters in Vocal Patterns [NYT] – I had missed the original “vocal fry” hubbub a few months back, but I also enjoy how this article reframes young-female speech into a positive, leading-edge anthropological act.

Girls and women in their teens and 20s deserve credit for pioneering vocal trends and popular slang, adding that young women use these embellishments in much more sophisticated ways than people tend to realize. “A lot of these really flamboyant things you hear are cute, and girls are supposed to be cute,” said Penny Eckert, a professor of linguistics at Stanford. “But they’re not just using them because they’re girls. They’re using them to achieve some kind of interactional and stylistic end.” The latest linguistic curiosity to emerge from the petri dish of girl culture gained recognition in December, when researchers from Long Island University published a paper in The Journal of Voice. Working with what they acknowledged was a very small sample – recorded speech from 34 women ages 18 to 25 – the professors said they had found evidence of a new trend among female college students: a guttural fluttering of the vocal cords they called “vocal fry.” A classic example of vocal fry, best described as a raspy or croaking sound injected (usually) at the end of a sentence, can be heard when Mae West says, “Why don’t you come up sometime and see me,” or when Maya Rudolph mimics Maya Angelou on SNL.

Plastic Surgeons See iPhones Increase Demand for Cosmetic Procedures [Austin-Weston Center for Cosmetic Surgery] – It’s hard not to be cynical about this “press release” in which plastic surgeons tie the need for their services to a particularly hot tech brand. If you do this (the wrong way, at least) in China, you can get into trouble!

“Patients come in with their iPhones and show me how they look on [Apple’s video calling application] FaceTime,” says Dr. Sigal. “The angle at which the phone is held, with the caller looking downward into the camera, really captures any heaviness, fullness and sagging of the face and neck. People say ‘I never knew I looked like that! I need to do something!’ I’ve started calling it the ‘FaceTime Facelift’ effect. And we’ve developed procedures to specifically address it.” (via Kottke)

draw me in – Jeff Johnson’s quest to become a comic book extra. The best summary of the project – yet another example of the collapsing gulf between producer and consumer comes from this Wired article (quoted below).

Popping up in nearly 30 comic books, he has become the industry’s Waldo-a lurking stowaway who has managed to hijack the unlikeliest panels. “It’s the ultimate bragging right to go into a comic store and pick up a book you’re in,” says Johnson, a 30-year-old Kmart electronics clerk from Leavenworth, Kansas. His infamous glasses-and-goatee mug has been zombiefied (The Walking Dead), digitized (Tron: Betrayal), and placed alongside Sinestro (Green Lantern Corps), thanks to his ceaseless lobbying and the cooperation of artists. The idea sprang from a 2006 FHM contest in which entrants sent pictures of themselves in homemade costumes of villains; the winner (if you want to call it that) was drawn into Ultimate X-Men. Johnson didn’t want to dress up, so instead he handed out DrawMeIn flyers at Comic-Con, after which penciler Ryan Ottley worked him into Invincible.

This Week @ Portigal

This is an intense, single-focus week for us

  • We are hosting a dozen or so clients from overseas. They’ve shipped over their working (we hope) science-fiction-like prototype which we’ll be showing to a huge number of people, using a method (for the first time) called Central Location Testing (aka CLT). Over a few days, we’ll also be visiting some of those same people in their homes to talk further about how this product might be used. Probably our most intensive data-gathering three days ever.
  • What we’re consuming: Lucky Peach issue 3, MacGyver, Gary Shteyngart.

Seventeen types of interviewing questions

I’m cited in Developing Your Interviewing Skills, Part I: Preparing for an Interview, with a set of question types. The article suggests those question types are helpful in preparing an interview guide. I think they are also very helpful in the interview itself, as you will often have to probe a number of different ways to get at what you are think is interesting.

Anyway, I’m not sure where the author found that set of questions, but I’ve recently rewritten and restructured them for the book. This seemed like a great opportunity to share them with everyone. I’d love your feedback: What am I missing? Do you disagree? What else would be more helpful for readers?

Questions to gather context and collect details

  • Ask about sequence “Describe a typical workday. What do you do when you first sit down at your station?-Then what do you do next?”
  • Ask about quantity “How many files would you delete when that happens?”
  • Ask for specific examples “What is the last movie that you streamed?” – Compare this to “What movies do you stream?” The specific is easier to answer than the general and becomes a platform for follow up questions.
  • Ask for the complete list “What are all the different apps you have installed on your smartphone?” – This will require a series of follow up questions, e.g., “What else?” because few people will be able to generate an entire list of something with some prompting.
  • Ask about relationships “How do you work with new vendors?” – This general question is especially appropriate when you don’t even know enough to ask a specific question (e.g. in comparison to the earlier example about streaming movies). Better to start general than to be presumptive with a too-specific question.
  • Ask about organizational structure “Who does that department report to?”

Questions to probe on what’s unsaid

  • Ask for clarification “When you refer to “that” you are talking about the newest server, right?”
  • Ask about code words/native language “Why do you call it the ‘Batcave?'”
  • Ask about emotional cues “Why do you laugh when you mention ‘Best Buy?'”
  • Ask why “I’ve tried to get my boss to adopt this format, but she just won’t do it-” “Why do you think she hasn’t?”
  • Probe delicately “You mentioned a difficult situation that changed your usage. Can you tell us what that situation was?”
  • Probe without presuming “Some people have very negative feelings about Twitter, while others don’t. What is your take?” – Rather than the direct “What do you think about Twitter?” or “Do you like Twitter?” this question introduces options that aren’t tied to the interviewer or the interviewee.
  • Explain to an outsider “Let’s say that I’ve just arrived here from another decade, how would you explain to me the difference between smartphones and tablets?”
  • Teach another “If you had to ask your daughter to operate your system, how would you explain it to her?”


Questions that create contrasts in order uncover frameworks and mental models

  • Compare processes “What’s the difference between sending your response by fax, mail or email?”
  • Compare to others “Do the other coaches also do it that way?”
  • Compare across time “How have your family photo activities changed in the past five years? How do you think they will be different give years from now?” – The second question is not intended to capture an accurate prediction. Rather, the question serves to break free from what exists now and envision possibilities that may emerge down the road. Identify the appropriately large time horizon (a year? Five years? Ten years?) that will help people to think beyond incremental change.

Series

About Steve