Also called: Accidental Ethnography
Relevant metrics: Jobs to be done ranking, Ranking needs, wants, desires, pains, Quotes, Observations
How: Interview people in context with open-ended questions about current processes to learn about implicit and explicit needs. Map patterns around observed challenges and what solutions make sense. Reveal current behaviors and anticipate how these could inform habits likely to be adapted, instead of asking whether your own solution would be a solution.
Why: Watching people in the context of using a product and how the physical environment influences their attitudes and actions can help better understand their background and motivations and whether the problem you are trying to solve is appealing from the view of your potential customers.
This experiment is part of the Validation Patterns printed card deck
A collection of 60 product experiments that will validate your idea in a matter of days, not months. They are regularly used by product builders at companies like Google, Facebook, Dropbox, and Amazon.Get your deck!
Before the experiment
The first thing to do when planning any kind of test or experiment, is to figure out what you want to test. To make critical assumptions explicit, fill out an experiment sheet as you prepare your test. We created a sample sheet for you to get started. Download the Experiment Sheet.
Uncover unarticulated tacit knowledge
Understand your customers’ needs and the context in which they’re using your product.
Observing work where it happens is a precondition to understanding users’ tacit knowledge. Contextual Inquiry provides a framework placing the researcher on-site as a participant (as well) in the inquiry – with the purpose of beginning a process exposing the underlying work structure.
4 principles that define Contextual Inquiry
Four principles define the contextual inquiry method:
- Context. Researchers must spend time where work happens to understand the ongoing experience of the worker rather than just the summary experience. The focus of the researcher is on observing details about day-to-day activities rather than asking about them.
- Partnership. The transfer of work-structure knowledge happens more reliably when people talk about how they work while they do the work. Setting up a master/apprentice relationship model help uncover unarticulated (tacit) aspects of work.
- Interpretation. All data is interpreted for meaning in a shared understanding with the customer before its implications can be fully understood. Hypotheses (interpretations) are generated from data (what was heard or observed) about what that data means to the participant. Those hypotheses are double-checked and tested on-site with participants. An important last step.
- Focus. The researcher must expand his focus beyond a personal one in order to indwell himself into the world of the participant. Surprises, contradictions or weird questionable behavior are opportunities for the researcher to refocus the interview to see beyond his own personal experiences.
The purpose of the contextual inquiry is to uncover not only said and known needs that can be articlulatd (explicit), but also the implicit, unsaid, and unknown needs of the participant. Instead of directly asking people if they would use your solution, the purpose of the Contextual Inquiry is to probe their current behaviors with the goal of anticipating how those could inform habits participants will be more likely to adapt.
- Find a customer. Partner with a customer company to ask if they’re willing to be interviewed and observed.
- Create an agenda. Ask the partner company as to what is possible: can you sit in on meetings, work alongside workers, or shadow people while they work. Your goal is to examine how your product is used – or could be used – in the wild while they work.
- Get out of the building. That’s the purpose of it all.
Ask your contact as to what is possible in terms of spending time with their team mates. Try to see if you can get to sit in on meetings, attend ceremonies (like stand-up meeting or similar), or shadow people while they work. You want to aim for activities where your product is either being used out in the wild or activities that has implications as to how your product will be used.
A sample agenda for your first visit could look like this:
- Tour of the office. (10-20 minutes)
What kind of space are they working in? What’s on their desk? How are meeting rooms setup? Are team members sitting together, distributed or in their own cubicle? Take pictures if you are allowed.
- Group interview: your contact’s team. (~30 minutes)
Start with an easy-question ice-breaker like walking through the existing workflow, what tools are used, and what their day looks like. The move to individual questions (your team breaks up an reconvenes after).
- Attend regular coordination meeting. (whatever duration is)
If possible, attend daily or weekly routine ceremonies like planning, estimation, or coordinatino. What kind of impediments are keeping the team from fulfilling their goal?
- Shadowing and interviewing individuals. (1-2 hours)
Ask your participants to work as if you weren’t there. Let them know that you are not there to judge them on their work proficiency, but that it’s you who are on the test.
- Debriefing session with your own team. (30 minutes)
Carve out at least 30 minutes to go over what you observed and look for commonalities. A great exercise is to ask each team member report at least three interesting observations in their individual interviews.
Get a head start
The first thing you want to do is to recruit your participants. Use template email to reach out to potential participants.Grab the 'Contextual inquiry cheat sheet'
After the experiment
To make sure you move forward, it is a good idea to systematically record your the insights you learned and what actions or decisions follow. We created a sample Learning Sheet, that will help you capture insights in the process of turning your product ideas successful. Download the Learning Sheet.
IDEO Deep dives
The design agency, IDEO, pioneered and popularized contextual inquries with what they called Deep Dives.
When Clayton Christensen was hired to discover the job-to-be-done of a milkshake for a fast-food chain, he spent a full day in one of the chain’s restaurants, carefully documenting who was buying milkshakes, when they bought them, and whether they drank them on the premises. He discovered that 40 percent of the milkshakes were purchased first thing in the morning, by commuters who ordered them to go. Next day he interviewed them.
Known for its financial software, Intuit used a form of Contextual Inquiry known as “Follow-Me-Home.” This method was particularly effective in observing small business merchants using QuickBooks with their cash registers, which led to the development of QuickBooks Point of Sale (QB POS)
UK Ministry of Justice
In this project, the Ministry of Justice sought to improve the appeals process for Social Security and Child Support Tribunal. The approach involved conducting interviews with various user groups like appellants and judiciary members, and direct observation of tribunal processes. The research aimed to understand the complexities of the appeals process from multiple perspectives, leading to more user-centered service improvements.
Source: Contextual Research paper (2020)
Transport for Greater Manchester
This research was focused on enhancing the public transportation experience in Manchester. By observing and interviewing passengers in real transport settings, the team gained insights into how travelers accessed information and handled disruptions. This in-context research was pivotal in designing a more user-friendly and inclusive transportation website.
Source: Contextual Research paper (2020)
- Universal Methods of Design by Bruce Hannington & Bella Martin
- Conducting lean experiments by Kristi Grassi
- MeasuringU: The Essentials of a Contextual Inquiry by MeasuringU
- Contextual Inquiry by Nigel Bevan
- Contextual Inquiry Play by Atlassian
- The Real Startup book - Contextual Inquiry by Tristan Kromer, et. al.
- Holtzblatt, K., Wendell, J. B., & Wood, S. (2005). Rapid contextual design: A how-to guide to key techniques for user-centered design. San Francisco, CA: Morgan Kaufmann.
- Beyer, H. & Holtzblatt, K. (1998). Contextual Design: Defining Customer-Centered Systems. San Francisco, CA: Morgan Kaufmann Publishers. Gaffney, G. (2004). Contextual enquiry – A primer.
- Whiteside, J. Bennett, J., & Holtzblatt, H. (1988). Usability engineering: Our experience and evaluation. In M. Helander (Ed.). Handbook of Human-Computer Interaction. New York, NY: Elsevier Science Publishing. 791-817.