Planning Qualitative CX and UX Research Studies - Generative or Evaluative

New
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4 Weeks

·

Cohort-based Course

Qualitative study planning includes great questions and tasks, estimating time, managing stakeholders, and setting everybody up for success.

Course overview

Describe the transformation students will have in your course

You might call generative research discovery, exploratory, behavioral, or early user research. You might call evaluative research usability testing, user testing, or experimentation on a prototype.


Qualitative research can be broken into seven main phases, each with multiple tasks:

* Planning/goals/strategy

* Protocol/script/guide

* Recruiting

* Execution

* Analysis and synthesis

* Insights and actionable suggestions (reporting)

* Additional artifacts.


This course covers the first three. You'll learn how to start collaborating with teammates and stakeholders to learn what we need to learn. 😊 What are the guesses, assumptions, and unknowns?


Next, we'll put our strategy hats on to consider which research method(s) will best answer open questions. How many participants and what types of people will we need? Where will we find them? Will we pay them for their time?


We'll look at good and bad questions and tasks, and how to avoid common research mistakes that can lead to a flawed or invalid study. Which deliverables and artifacts should we create?


We'll also step into a little project management by learning how to estimate and plan your study. You'll also calculate and communicate the study's budget.


Learn how to deal with stakeholders with unreasonable requests, too many research requests, crappy questions they want you to ask, and other "ambiguities."


Each week, you will work on the plan for a sample or real research project. You'll get personal instructor feedback, and hopefully some feedback from others in the cohort as well.


This course is also available as live corporate training, on-site or remote. It can also be customized for your needs and teams. Contact me to learn more https://customercentricity.com/contact


Check out our other cohort courses at https://cxcc.to/cohorts You might want to join those or share them with colleagues.

Who is this course for

01

CX and UX practitioners including Service Designers who want to improve their research planning skills.

02

CX and UX leaders who struggle with estimating and planning research studies or projects.

03

Career transitioners into CX/UX formalizing and improving their research plans.

What you’ll get out of this course

Process

You will have a real, repeatable process for planning research studies.

Confidence

You got this! You can do it!

Practice

Use a sample or real project, and get feedback from your instructor.

This course includes

4 interactive live sessions

Lifetime access to course materials

22 in-depth lessons

Direct access to instructor

6 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules
  • Week 1

    Oct 28—Nov 3

    Week dates are set to instructor's time zone

    Events

    • Oct

      29

      Optional: Planning Qual #100 Live Office Hours - Session 1

      Tue, Oct 29, 7:00 PM - 8:00 PM UTC

    Modules

    • Introduction

    • Learning what needs research

    • Different types of qualitative research

    • Prepare your docs and systems

  • Week 2

    Nov 4—Nov 10

    Week dates are set to instructor's time zone

    Events

    • Nov

      5

      Optional: Planning Qual #100 Live Office Hours - Session 2

      Tue, Nov 5, 7:00 PM - 8:00 PM UTC

    Modules

    • Recruiting and scheduling

    • Discussion guide

  • Week 3

    Nov 11—Nov 17

    Week dates are set to instructor's time zone

    Events

    • Nov

      12

      Optional: Planning Qual #100 Live Office Hours - Session 3

      Tue, Nov 12, 7:00 PM - 8:00 PM UTC

    Modules

    • Keep working on your plan

  • Week 4

    Nov 18—Nov 19

    Week dates are set to instructor's time zone

    Events

    • Nov

      19

      Optional: Planning Qual #100 Live Office Hours - Session 4

      Tue, Nov 19, 7:00 PM - 8:00 PM UTC

    Modules

    • Project planning and estimation

Meet your instructor

Debbie Levitt

Debbie Levitt

Debbie Levitt, MBA, is the CXO of Delta CX, and since the mid-1990s has been a CX and UX consultant focused on strategy, research, training, and Human-Centered Design/User-Centered Design. She’s a change agent and business design consultant focused on helping companies of all sizes transform towards customer-centricity while using principles of Agile and Lean.


Clients have given her the nickname, “Mary Poppins,” because she flies in, improves everything she can, sings a few songs, and flies away to her next adventure.


Her new book, “Customers Know You Suck,” (2022) is the customer-centricity how-to manual. Start investigating what’s holding you back from improving customer-centricity. Learn how to be value-led: how much value we can frequently create for potential and current customers.


She has worked in various CX and UX leadership and individual contributor roles at companies including Wells Fargo, Macy’s, StepStone, Sony Mobile, and Constant Contact. In the 2010s, San Francisco UX and marketing agencies had Debbie on speed dial. She completed projects for Traction, Fjord, LIFT, Rauxa, ROI·DNA, and Fiddlehead.


Outside of CX work, and sometimes during CX work, Debbie enjoys singing symphonic prog goth metal, opera, and New Wave. You can also catch her on the CX-CC YouTube channel.

A pattern of wavy dots
Join an upcoming cohort

Planning Qualitative CX and UX Research Studies - Generative or Evaluative

Planning Qual #100

$299

Dates

Oct 27—Nov 18, 2024

Payment Deadline

Oct 26, 2024
|

Bulk purchases

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?
A pattern of wavy dots
Join an upcoming cohort

Planning Qualitative CX and UX Research Studies - Generative or Evaluative

Planning Qual #100

$299

Dates

Oct 27—Nov 18, 2024

Payment Deadline

Oct 26, 2024
|

Bulk purchases

$299

4 Weeks