December 16, 2022

Guide to Qualitative UX and Design Research Methods

Here at Outwitly, UX and design research is our passion and what we do best – so much so that we created an entire course about it! The reason we do research is to…

    1. Explore – Uncover pain points, frustrations, and challenges, understand user motivations, goals, and unspoken needs, and understand user behaviours, tasks, and actions.
    2. Empathize – To get to know our users (or stakeholders!) in a more meaningful way and to understand who they are as humans. 
    3. Innovate – To provide inspiration and guidance in developing new and novel ideas for design.
    4. Improve and Enhance – To provide information that will help designers to improve user and customer experience. How can we find areas for improvement within existing products and services?

Today’s post is going to introduce our favourite qualitative research methods (in-depth interviews, observations, and diary studies) that you can immediately start applying to your UX and design research projects! All of these methods fall under human-centered design methodology with the intention of uncovering insights that will lead to innovation.

Let’s get started.

 

Design Research Method #1 – In-Depth Interviews

Research Purpose: In-depth interviews are meant for understanding perceptions, expectations, overall satisfaction, challenges, needs, desires, and motivations. They’re also helpful for developing a set of user personas. 

What Type of Research are In-Depth Interviews? In-depth interviews are a primary, qualitative research method, used for exploratory research. They’re considered a self-reporting activity.

What Are In-Depth Interviews? In-depth interviews are a key ethnographic research method used in almost every research project! To be considered “in-depth,” interviews should be conducted one-on-one for a minimum of 30 minutes, or ideally, 60 minutes. This allows us to profoundly understand an individual’s thoughts and experiences. Interviews should be conducted one-on-one, which helps prevent the influence of another person’s opinion. 

They should also be semi-structured, meaning you use an interview guide with preset questions while leaving room for the interviewee to bring up ideas you may not have thought to ask about. Interviewing is truly an art form! You need to be in tune with how comfortable your interviewee/research participant feels, and enable them to open up to you–a complete stranger, about their challenges. 

Why are in-depth interviews a great research method? 

  • Allow researchers to gather a lot of information at once with relative logistical ease. 
  • Can be conducted either in-person or remotely.
  • Easy to document, analyze, and find patterns in the data.
  • Easy to refer back to the data and see where insights were drawn from – there’s less room for subjective interpretation.
  • They help to understand needs, goals, pain points, and motivations.

For more information on in-depth interviews, including interview logistics and best practices, click here.


We’ve taken all the guesswork out of how to plan the perfect in-depth interview.

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Design Research Method #2 – Observations

Research Purpose: Observations help researchers understand behaviours, how someone goes about a task or interacts with a product or service, and the current-state journey or process. They come in handy when it’s time to develop a set of user personas. 

What Type of Research are Observations? Observations are a primary, qualitative research method, used for exploratory research. They’re also considered to be field research, unlike interviews and diary studies.

What Are Observations? Observations, also known as “design ethnography,” are focused on understanding user behaviours, unspoken needs, and challenges, in person and in real-time. To conduct observations, the researcher will silently observe how a user goes about their day, how they might interact with a product or service, or how they might use the application in real life!

In general, people aren’t very good at remembering all of the tasks and actions they take to try to accomplish something, or at articulating their own behaviours during user interviews. They may falsely remember, exaggerate, or conversely under-represent certain challenges. By observing them as they use a product or service, you’re able to pick up on issues they may otherwise not have told you about. For this reason, data triangulation is critical (keep scrolling for more on that topic!)

Why are Observations a Great Research Method? 

  • Allow you to immerse yourself into people’s day-to-day lives, so you can build more empathy for them.
  • Provide context, helping you understand where the user is, what their environment looks like, and other factors that might affect their behaviours!
  • Help to understand behaviours, tasks, processes, and pain points.
  • Reveal unspoken needs and processes that wouldn’t otherwise be uncovered through self-reporting methods (like interviews.)

For more information on observations, including building an observation field kit, a “what-to-bring” checklist, and tips for a successful observation day, click here.


Learn everything you need to run UX and design research projects in the real world with our Design Research Mastery course! 

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Design Research Method #3 – Diary Studies

Research Purpose: Diary studies are meant for understanding behaviours and the current-state journey or process.

What Type of Research are Diary Studies? Diary studies are a primary and qualitative research method used for exploratory research. Like interviews, they are self-reporting! 

What Are Diary Studies? A diary study is a research method where participants are asked to report on their experience in a journal format over a period of time (e.g. 2 weeks.) It asks participants to create a log of their day-to-day interactions with a product, service, or organization, their thoughts and feelings, and even to take pictures or videos. The participants are in charge of what they log, but this mode of research gives them many opportunities over the course of several weeks to add and jot down details they may not remember to mention during an in-person interview or observation session! 

While they are sometimes an analogue exercise (think old school, with a physical journal and a pen) they can also be digital, where participants will take pictures and videos along the way to help further communicate their experience. Try our favourite digital diary study tool, dscout

Why are Diary Studies a Great Research Method? They help researchers to…

  • Understand habits and behaviours that re-occur every day.
  • Understand how interactions, perceptions, and behaviours change over time.
  • Build journey maps by understanding how participants interact with a product or service over time, as well as the various touch points they encounter. 
  • Understand the “real-life” experiences of your participants in context.

For more information on setting up a diary study and analyzing uncovered data, click here

Gathering Robust Insights with Data Triangulation

To ensure the data you collect is accurate and useful, it is important to employ “data triangulation!” This is the method of gathering, collecting, and validating research findings using multiple sources and research methods. What you see and hear across the various research methods and settings should line up with one another, helping you gather more robust insights. This enables researchers to better understand user behaviours, motivations, and pain points with a current service or product.

At Outwitly, we believe that mixed research methods and data triangulation are a must for any research project. We typically use three or more different methods for any given initiative, using a combination of in-depth interviews, observations, diary studies, workshops, and surveys to reveal users’ articulated and unarticulated needs. You may also want to do some secondary research to see what has already been done in the space! Take a look at the diagram below for a visual representation of data triangulation. 

 

 

We hope throughout this blog post, you learned more about the importance and intention behind in-depth interviews, observations, and diary studies! Remember, when conducting research, it’s uber-important to employ multiple methods across various settings to ensure your insights are robust. As we mentioned, research is our jam – stay in the know by following us on Instagram, Pinterest, and Twitter, and signing up for our weekly newsletter.