Discovery13% of the exam

Choosing a research method and planning the study

How to match a research question to a method (behavioral vs attitudinal, qualitative vs quantitative; surveys, interviews, contextual inquiry, focus groups, heuristic review), what a research plan contains, who to recruit and how many, and how to keep interviewer bias and the Hawthorne effect out of the data.

Official exam objective
Provided with a set of business requirements, determine which research methodology and tools should be used to design a solution.

~8 min read · 12 practice questions ·

What the exam expects

  • Pick a research method from the question being asked: what people do or say, and "why/how" versus "how much/how many".
  • Choose between surveys, individual interviews, contextual inquiry, focus groups and a heuristic review given a scenario's scale, time and access to users.
  • List what a research plan contains before the study starts, and what is only filled in afterwards.
  • Recruit the right participants and size the study (interviews versus usability tests).
  • Spot and remove bias: leading questions, training the participant, filling silences, generalities and the Hawthorne effect.
  • Key terms: behavioral method (studies what people do); attitudinal method (studies what people say); contextual inquiry (observing people in their own environment); research plan (the agreed scope, timeline, recruits and methods); Hawthorne effect (people change behavior because they are being watched).

Key facts

Behavioral vs attitudinal
Detail
Behavioral = what people do; attitudinal = what people say
Qualitative vs quantitative
Detail
Qualitative answers why/how; quantitative answers how much/how many
Usability study size
Detail
At least 5 participants
Interview study size
Detail
Up to 30 users; start with 15 and check for patterns
Research plan contents
Detail
Scope (problem and prior research), timeline, recruitment list, methods
Resources section
Detail
Participants, questions, results summary; filled in after the study
Contextual inquiry parts
Detail
Context, partnership, interpretation, focus
Hawthorne effect
Detail
Stronger with a power difference; fades as rapport builds
Non-leading wording
Detail
Ask what users think, not what they like or feel
Heuristics
Detail
Rules of thumb designers use to evaluate quality, such as the Nielsen Norman 10
Sources for this section (4)
  • Why is a self-estimate questionnaire weak evidence when reported and actual behavior disagree?
  • When should you recruit more interview participants beyond the first 15?
  • Which contextual inquiry principle has the researcher perform the user's tasks the way the user does them?
  • Why should a researcher probe when a participant says "most people usually skip that"?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the Platform User Experience Designer pack

  • Core concepts
  • Exam traps
  • Worked scenario

The pack includes:

  • All 22 lessons of the Platform User Experience Designer guide, with reading progress
  • Interactive decision walks and step-by-step sequence steppers
  • Inline practice questions and one-click topic practice (12 questions for this lesson)
  • An official source cited for every claim
  • An AI tutor that answers from the guide
  • Unlimited timed practice exams

Practice for the Platform User Experience Designer exam