How to do user research effectively as a busy product manager
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A comprehensive guide on how to identify customers for research, ask right questions, and communicate insightsPhoto by Daria Nepriakhina onUnsplashMy favorite part of being a Product Manager is talking tousers.After becoming a product manager, I took to user research as a fish takes towater.Building a product used by people across geographies and industries helped me connect with people from diverse backgrounds and at different stages of their career. Such conversations are quite enlightening and helped me understand the impact of myproduct.In this article I want to discuss everything I learnt about user researchdifferent types of user research, identifying users to talk to, questions to ask them, communicating insights, quick ways to do usability testing and gathering insights from data already available toyou.Lets divein.Two types of userresearchDepending on the purpose, user research could be either of the following:Generative user researchThe purpose is to understand your users betterwhat they do, what are their goals, what are their expectations & pain points (in the context of the product you are building).Evaluative user researchIt helps you evaluate the usability of a particular feature or a workflow (eg. onboarding, checkout etc). It could be done either with a design prototype or with the live version of the product. It helps you understand the following about the product/featurehow easy it is to use, what do users like/dislike, what are the information & designgaps.As a Product manager, you will do both generative and evaluative research.Identifying users to talktoLot of people are not able to find relevant users who will be interested in connecting and sharing insights. A lot of time seems to be wasted in simply finding the users to talkto.My advice here would beto:Get started earlyIt takes time for people to respond to your outreach. Meetings are usually set 13 weeks after the first response.Build a relationship with customers Regularly send them updates, proactively address bugs reported by them and be responsive to their outreach. This will make it easier to setup feedback calls with them. (We have setup slack connect to message our customers from within slackitself)Take help of internal teams to setup calls with customersForexample:Take the support teams help in setting up calls with customers who are asking queries or raising complaints via the support channels.Take help of the account managers to reach out to customers mapped to them. (You can also join the monthly/quarterly touch base calls conducted by account managers)Take help of sales team to talk to prospects who are actively considering airmeet and have featurerequestsTake help of user education and onboarding team to reach out to customers who have just been onboarded onto theproduct.Using the above, you can hopefully avoid the problem of not finding users to talkto.As product managers, you should also have access to your product analytics and CRM tool so that you can quickly filter out customers based on segment, use case, company size, feature usage etc. Doing this reduces dependence on others for finding the target customers to reach out to, thereby making the entire interview scheduling processfaster.Reaching out on email and scheduling timeIn case you are doing a direct outreach via email, share context and the questions you may have. Include a meeting scheduler link as well so that users can book a meeting as per their convenience.If I am reaching out for feedback on a particular feature, I tend to include 2-3 questions in the email itself. The user is free to respond to them via email or book a meeting withme.I ask questions directly in email when seeking feedback on afeatureAsking the right QuestionsAsking the right questions is everything. It is the single most important factor in determining the richness of the insights youcapture.Some useful tips torememberBreak the ice with a warm introductionKeep your questions short, simple andpreciseAvoid Yes/No questions and ask open ended questionsListen way more than youspeakUnderstand their past experienceAsk them to describe the last time they used the product. What was their experience like?When they make feature requests, delve deeper. Understand the underlying userneed.If you are trying to understand the feedback with the complete productbreak down the questions into various stages of the user journey. (For eg. as a PM at a virtual events platform, I break down the questions into pre-event experience, live event experience and post-event experience)If you are seeking feedback on a particular feature, you can focus on the followingwhat problem does it solve for you, what was your experience of using it, what would you like to improve onthis?Have the questions ready before the user interview beginsOtherwise, you will be scratching your head during the interview process.If its an existing user, see if you can gather insights on their product usageThis way, you can ask them highly contextual questions around theirusage.To reduce rework for every interview, prepare a document with the standard questions you want to ask during the user interview.Heres a detailed guide I have previously written on conducting insightful interviewsLink toguideCapturing and Communicating InsightsRecord all user interviews you do. This way, any team member (including you) can refer back to them in thefuture.Dont worry too much about taking meeting notes. This distracts you from asking good follow up questions to the user. Every recording software automatically generates interview transcripts and summariesSo, rely on this technology fornotes.While summarizing interviews, I break it into the following parts:Introduction about the customername, industry, use case, dealvalueDetails about the customers use casegoals for using the product, frequency of usageetc.Customers pain points and expectations What activities is the customer struggling with, what features are missingetc.Key themesyou also want to highlight the key theme emerging from your interview. These would help identify product areas or key tasks that users are struggling with. The themes which reoccur across multiple interviews can then be considered for prioritization during roadmap planning.Getting screenshots (via screenshare) and customer quotes is also useful for explaining the customer problems to design and engineering.Communicating insights is as important as conducting interviews to capture insights.Useful tips to remember while communicating insights:Dont wait too long to share the insightsShare these as soon as the interview isdone.Share them as widely as possibleWe have a #product-feedback channel (on slack) where most of the company employees are present. I share all the interview summaries there.Make the insights memorable by sharing customer quotes, screenshots and crisp summaries. (Make these quotes and screenshots part of yourPRDs)Use product/design team meetings to discuss these insights and plan action on themWhen everyone reflects on the insights, they are much more likely to act onthem.Using Evaluative Research for Usability TestingAs mentioned above, PMs need to do evaluative research as well. This is useful for testing out the usability of your upcoming features or existing workflows.Usability testing is a way to find out gaps in Information architecture, UX copy or the visual design in an upcoming feature or the existingproduct.The best practice here is to have a clickable design prototype. (Figma makes it very easy to create clickable design prototypes)Heres the process and some tips to do thiswell:At the start, the user is given a set of tasks to performFor eg. in an e-commerce product, task could be how you search for aproduct.Give no more than 34 tasksOtherwise it might become too overwhelming for theuser.While performing the task, the user is expected to talk out aloud about what they see, what they understand and what do they expect to happen when they click a particular button. (Talking out aloud is very important as you want to know what the user is thinking)Towards the end, you could also ask the userHow would you describe the feature to a co-worker? (This can aid the product marketing efforts)Researching with internal teams instead ofusersSometimes, you are running short of time. And cant seem to find relevant users to test yourfeature.In such cases, take the support of your customer success and salesteams.Share the design with them and ask for their feedback This can help you identify gaps and usability issues. While its not the perfect method for testing, something is better thannothing.Using sales conversations for userresearchYou cant possibly talk to every customer and prospect thats outthere.A lot of insights can be gleaned from simply listening in to conversations that your customers/prospects have with your sales and account management team.Heres the process IfollowPeriodically log into Gong (It is the platform we use for recording all our customer interactions).I go over the summaries of all the conversations which seem relevant. (Gong automatically summarizes conversations and highlights key points fromthat)There are two kinds of interactions which arerelevantProspect interactions Use these to understand why prospects are looking to buy your product, what are their expectations and what are the gaps in the existing solution?Customer interactionsUse these to understand how regularly are customers using the product, what are their pain points and what more do they expect from theproduct?Reading these summaries on a regular basis arms you with wealth of insights. These can be used for informing prioritization and strategy decisions.Thats all on how I drive user research to understand what to build and evaluate what we are building!Understanding your users deeply and knowing what they want is a superpower indeed.User research helps you consistently build the right things and solve the right user problems.So, If you want to start getting things right, its time to get talking and researching.Additional Readinghttps://www.userinterviews.com/blog/usability-testing-best-practices?https://www.nngroup.com/articles/thematic-analysis/https://dovetail.com/blog/the-qualitative-research-process-end-to-end/How to do user research effectively as a busy product manager was originally published in UX Collective on Medium, where people are continuing the conversation by highlighting and responding to this story.
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