Conducting Effective User Sessions

There are certain ways to gather user feedback.

Some PM’s may like the focus group / formal approach. I’m much more of a fan of doing “discounted” or informal user research. I like to be right there, asking the questions, and watching the users get frustrated when something doesn’t work or they can’t figure something out. This is the best way to experience the pain with them so you can get a sense of how urgent or severe it is and prioritize it effectively.

The Problem with Focus Groups

The way that i see it (and I’m not the only one), focus groups leave PMs open to false data. Why? Well, it’s pretty easy. Typically, getting a group of strangers together in a foreign setting (where they feel uncomfortable) and asking them questions about some product they have probably never seen nor used creates a very contrived environment.

They will feel like, and try to, answer how they think they should instead of providing the truth. Of course, there are exceptions to this rule - not every participant will do this. But it will happen more often than not, potentially leaving you with incorrect guidance from your set of users.

So what to do?

Discounted User Feedback

The way I will schedule these sessions is very simple - with individual users. Time for me to sit down with them, asking them questions and really get involved with how they are experiencing the product and what it offers. I really am interested in knowing what sucks and what’s going to make them tear their hair out.

Once you get past the “it’s OK to tell me this is awful” threshold, you’ll find the feedback you receive is really honest. And for the most part, very informative. Of course, like with all sessions similar to this you will want to always ask “why?” to ensure you fully understand what the user is saying.

These types of sessions are called “discounted” because they aren’t heavily controlled - they are informal, and that’s what you want. Think about it. What’s better? Putting a user in a weird environment where they feel like they are being tested - and having a consultant ask them the questions (who doesn’t really know the product all that well to begin with) sitting with a group of their peers, answering really specific questions. The answers to which may be perceived as making them look really smart or really stupid.

You want your users to relax so they can speak freely. That’s going to give you the best feedback.

Collecting the Data

The best way, at least in my experience, is to use both a combination of note-taking and activity models. Don’t worry - it sounds a lot harder than it is.

Really, activity models are very basic sketches of what a user is doing and where they get blocked while using the product. You can see a rough / example activity flow below.

ExampleActivityModel.jpg

Again, this doesn’t have to be fancy; just capture the user activity (each major step) and then note where they got blocked / frozen so you can look for patterns throughout all user research that’s executed - and hopefully find & solve some problems.

Asking the Questions

The key to all this is knowing the right questions to ask. Ideally, at least to me, you would start out with asking the user (who presumably has never seen the product before) to accomplish the products main goal. For example, imagine working for Microsoft and you are doing this style of user feedback for the Word product. I’d probably start out with a question like (from a blank Desktop): “OK, create, save, and print a Word document with the text ‘1, 2, 3, 4′ in it.”

Some other example questions might be:

These are some leading questions that should drive the user forward without them just sitting there staring at a blank screen. You want to keep the sessions moving, but you don’t want to push the user to answer for which you are seeking. If a user has difficulties, the user has difficulties - note it and move on. If they can’t overcome them and have to to continue the next pieces of the session, teach them.

They should be able to offer up some ideas to make things much easier - and even if they don’t, you would have just experienced a pain point with a real-life user. Much better than doing anything in a vacuum.

High Satisfaction is Good, but…

Remember, above all else, you want negative feedback / criticisms to come out of user feedback sessions. You don’t want to have to report back to your boss / management that everything is 100% - that’s like saying you don’t have any competitors in the marketplace.

You need to sometimes really hunt for the gems. Users don’t usually know what’s going to be the solution to the problem they are having - that’s not their job. But they (in concert with additional market research, diving in to product analytics, competitive analysis and other such inputs) should offer up a very clear picture of ways in which to proceed.

Giving Effective Feedback

I’ve seen several posts written, and written several myself, about gathering effective feedback when you are in product management. But what about everyone else that’s interfacing with product? How can you give PdMs good, solid feedback on a consistent basis?

First, lets take a quick step back - why do we encourage anyone and everyone to give feedback? Isn’t it the PdM’s job to identify the ways to make the product better?

it’s true that one of the core tasks of product managers is to gather and filter input, make decisions based on it and/or make recommendations to senior management about directions to take or priorities to pay attention to. But, there’s one important thing that everyone in an organization should always remember - it’s everyone’s job, all the time, to help make products the best they can be.

Many PMs will tell you that they’d rather receive what someone thinks to be a crappy idea than no ideas at all. Ensure there is in fact a reason for the suggestion and it does provide value - or, at least, you think it does.

I will always try to ask, “what do you recommend?” (or more simply, “why?”) when receiving ideas / notes / feedback to ensure I’m capturing the full thought, and that one is actually there. I want to be sure I get an entire notion or idea - not just cut it off and only take a potentially negative criticism. If a PM in your organization is blindly accepting things like, “this doesn’t work” or “I don’t like this,” they aren’t doing their job.

They need to dig deeper to get the entire request. This is why it’s important people interacting on the front lines (with real users) are trained to inquire and gather that feedback properly. Many times, users will just write a 1/2 finished idea without even realizing it. They may written at a time of frustration or being super happy while using the product; but in many cases they will leave off the “why?”

The “why?” is the most crucial part, because it’s what tells product manager’s what’s actually important to the user giving you the request. If that’s not there, it’s all very binary - a thumb’s up or down would suffice.

This doesn’t just go for product feedback, but delivering feedback in general; especially when managing others. One of the best lessons to help someone that may be more junior (or, depending on how you look at things - less jaded) learn is how to deliver proper feedback. Whether that’s a product idea, making a PowerPoint deck look better, etc… The earlier people get comfortable with the practice of actually explaining why they are saying something, the better. But, I digress.

Product manager’s should always be willing to listen to feedback. And those that want to provide it to them should make sure they have these critical elements in their delivery. Heck, anyone should feel comfortable even asking their PdM if they are providing their ideas to them in the most effective way possible. That should help clear any confusion / misinterpretations up pretty quickly.