As part of the Advancing Research conference, I’ll be teaching a full-day workshop (registration info here) on March 27th.

Interviewing is undeniably one of the most valuable and commonly used user research tools. Yet it’s often not used well, because:

• It’s based on skills we think we have (talking and even listening)
• It’s not taught or reflected on, and
• People tend to “wing it” rather than develop their skills.

Results may be inaccurate or reveal nothing new, suggesting the wrong design or business responses, or they may miss the crucial nuance that points to innovative breakthrough opportunities.

In this highly interactive workshop, Steve Portigal will teach you crucial techniques for successful user research, and give you an opportunity to practice and reflect in a supportive environment.

Target Audience
This workshop will be valuable to anyone who is using user research to inform the decisions their organizations make. This includes both people with “researcher” in their job description, as well as designers, engineers, and product managers (also known as “People Who Do Research.”) If you’re new to interviewing people, you’ll learn the fundamentals; if you’ve been doing research for a while you’ll benefit from the opportunity to reflect on and improve your own practice.

It’s been a few years since I’ve done an in-person workshop open the public on the east coast. Please pass this along to your friends and colleagues who might benefit!

Over the past while I’ve been working with Jason Ulaszek of Inzovu to deliver a storytelling workshop to clients. After a number of successful experiences, we’re making it more widely available. Check out details at the Inzovu site, highlights below.

Storytelling is an essential human skill for any team. It drives connections, influences decisions, and inspires empathy. Discover how powerful storytelling can unleash your team’s potential.

Integrate Storytelling Into Your Team’s Practice
In innovative and creative practices, the ability to tell a compelling story is just as crucial as doing the work itself. While good teams focus on delivering high-quality work, great teams go beyond and wrap the delivery of their work into stories. A team’s ability to tell well-crafted stories is a critical factor in influencing their success and achieving the outcomes they seek.

That’s where our storytelling workshops come in.

Benefit’s You’ll Get
Our storytelling workshops are designed to empower your team by enhancing their storytelling prowess.

Your team members will supercharge their ability to:

• Share stories of your customer’s experience, help build empathy, and influence decision-making
• Create a shared understanding for the vision or roadmap of your product or service
• Engage your audience by demonstrating your understanding of their unmet need or the values and benefits of your product or service
• Ignite a passion within your organization for what’s possible

This workshop is valuable for a range of roles and functions within growing product and service organizations including User Experience (UX) Design, Product Management, Marketing, and Innovation teams.

What To Expect
Depending on the format and your organization’s goals, you’ll:

• Practice, receive feedback, and improve your storytelling skills
• Prototype and iterate a story in a creative and collaborative environment
• Understand how to apply storytelling to organizational and team challenges (e.g., build a compelling narrative about user research insights, or explain a team’s function to the rest of the company)
  Advocate for storytelling as a force for cultural change
• Be able to choose between different storytelling formats that best suit the material, audience, and your own strengths

And, we’ll have fun together while learning a crucial skill.


Formats To Suit Every Need
No matter your industry or your type of team, our workshops are designed to enhance storytelling skills–whether that’s a series of short sessions, an in-person all-day workshop, or a multi-day activity.

• Virtual: A series of short sessions across three weeks, with individual and group assignments between virtual meetings. For virtual workshops, we typically meet once a week.
• In-person, one-day session: A one-day, in-person workshop where we will group participants throughout the day, explore storytelling formats together, and deliver a story at the end of the day.
• Custom story building: A custom workshop for your specific scenario that builds off our storytelling basics. Custom story building could be a one-day event or a multi-day activity depending on your needs.

I’ll be in Melbourne next month as part of UX Australia, leading my
Soft Skills Are Hard workshop. I’ve been iterating this workshop for the past 18 months and have been very impressed with the people who have come and worked hard to assess their own goals and to work together to design processes, tools and habits for themselves and each other in order to improve those soft skills. I see that people have found it to be a profound experience that has made a difference in how they think about their work and their careers.

We’ve looked at literally hundreds of soft skills, such as

• Collaboration
• Permission to fail
• Communication
• Pattern recognition
• Thinking broadly
• Critical thinking
• Listening
• Focus
• Respect
• Coping with ambiguity
• Visual thinking
• Managing stress

For the areas that people find most relevant, they’ve developed a set of best practices to help improve that skill. For example,
Be More Patient

• Give another person benefit of the doubt
• Practice being patient at home or with friends
• Listening – give others a chance to speak regardless of if you think they’re right or wrong
• Breathe, pause mentally before offering your own point of view
• Acknowledge that there are many ways to do one thing
• Remember that people need/want to be heard
• Reference past experiences when having patience has worked in your favor

If you’re around Melbourne at the end of next month, please sign up for the workshop!

Bonus: here’s some more examples from past workshops

I run different types of workshops with clients and at events and have built up a number of different activities that invite the participants to have a novel moment and then reflect on it to reveal something potentially profound. I’ve written my current favorites, but welcome suggestions, additions, requests for clarification, and so on.

1. The Superpower Intro

• When starting out a group session, everyone introduces themselves in turn, with their name and their super-power.
• It’s best not to over-constrain what constitutes a super-power. Some will speak about the thing that brings the group together (e.g., work), some will talk about their personal lives, and so on.

I nicked this exercise from Marissa Louie who used it as a way to kick-off a talk. But you can use this to go in a number of different directions. In my workshops on soft skills, I’ve adopted this warm-up because it often happens that the kinds of things people share as their super-powers are indeed soft skills. It can be a positive way to see all the things that people are good at (actually great at!). Christina Wodtke does a variation where people, in pairs, ask each other for stories about an experience or accomplishment they are proud of, and then tell that person what they think their super-power is.

2. Doodling

There are many ways to doodle, but here’s what I’ve been doing as part of my 100 doodles in 100 days project

• Get a pen and piece of paper.
• Close your eyes – or look away – and move the pen. Make a scrawl or a squiggle. Don’t try to make anything happen, just get some marks down.
• Now look at what you’ve got and try to create something out of it. It can be abstract. Or it might look like something. For fun, you might want to draw eyes and a mouth, animal parts (see Dave Gray’s amazing Squiggle Birds exercise).
• Don’t take too long, but try to think about when the doodle is done.

This isn’t about producing something good, artistic, or even visually pleasing. It’s about taking an activity that usually is very deliberate, where we are focused on the outcome and trying to do it differently. You can reflect on how it felt to “draw” this way and how you feel about your output.

3. Storytelling Circle

This is an improv game played with 6 – 8 people.

• Get in a circle. If you are doing the game in a larger group, you can make a semi-circle so that the everyone is facing out to the rest of the group.
• As with many improv games, get three suggestions from the audience. You might ask for a proper name, the name of a place, a household object, something you might find in a purse, etc.
• The people in the circle are to tell a story (incorporating those elements) one word a time. Go around and around until you are done!
• Move quickly and aim to have the sentences the group creates come out almost as quickly as if one person was speaking.
• One trick is for everyone to be ready to start a new sentence. The almost-default of a run-on sentence isn’t much fun to do or to watch.
• Don’t throw all your story elements in at once, and try to look for the ending to the story.

I like to do a couple of rounds of this until everyone has gone and then debrief about the experience. What was it like to do this? What were you thinking when you were playing? What did you observe when you were watching?

There are some common responses when I debrief this activity, but I also hear something new every time.

I teach an entire workshop about improv (slides). And just for fun, you can see some hilarious improv anti-patterns in this clip.

4. It’s going to be okay

• Working with a partner, share something you are worried about. It can be something big or something small.
• The partner says, as authentically as possible “It’s going to be okay.
• The first person acknowledges that yes, it is.
• Then switch roles and repeat the exercise.
• As a group, talk about what happened.

This simple exercise uncovers a lot of complex individual stuff. My objective is to just give people a chance to play with the notion of “it’s going to be okay” which is maybe not that comfortable for everyone. But worry takes you away from the present moment, into the future when some unwanted consequence may occur. And I hope that by playing with it, and seeing how it does or doesn’t work for the individual, people may have some power to try this themselves.

When I’ve led a group through this exercise, some people made it a silly activity (“I’m worried about vampires”), others felt that the response wasn’t sufficient to mollify the concerns they had just given voice to and reported feeling worse, others felt that just expressing the worry gave them some relief, others felt like the exchange was calming. I have been challenged by being asked “Well, what if it’s not going to be okay, like what if it’s cancer?” Of course, the process of coming to grips with death does indeed include acceptance. Oliver Sacks wrote a terrific and touching essay about his own impending death from cancer.

5. Designer is Present

• People get into pairs and move so that they are sitting directly across from each other. Their knees shouldn’t be touching but they should be close.
• Without staring, each pair looks quietly at each other for 60 seconds.
• Without debriefing or discussing, everyone stands up and moves around for a moment to “shake it off” and then sits down to resume for an additional 60 seconds.
• As a group, debrief the experience.

This activity comes from the performance artist Marina Abramovic’s The Artist is Present, a show at MoMA where as part of a retrospective of her career she performed a new piece where she sat silently facing individual museum-goers, all day, day after day, for several months. An excellent documentary about the show is reviewed here.

I have since learned that you can find versions of this exercise in dance and in couples therapy.

You can also read more about presence in an article I co-wrote about noticing. For more on this workshop, watch the video and check out the slides.

6. Reframing Bad ideas

• Each person is given two sticky notes.
• On the first sticky note, write or draw the worst idea for a product or service. Something that is dangerous, immoral, bad for business. I often give the example of “candy for breakfast.”
• Pass the sticky note to someone else. It doesn’t have to be a direct swap, as long as everyone has someone else’s bad idea.
• On the second sticky note, design the circumstances whereby the bad idea you’ve received becomes a good idea. I’ll offer the scenario where colony collapse disorder has disrupted the food supply enough that children aren’t getting enough sugar through regular sources and breakfast candy is the result.
• Have people share the idea they were given and the way they successfully reframed it.

I stole this exercise from Mathew Lincez. I use it in combination with “It’s going to be okay” to illustrate our capacity for reframing and as part of a workshop on creativity called the Power of Bad Ideas (article, slides, video).

On February 9 I’ll be teaching a new workshop at Interaction 15 in San Francisco. Entitled Soft Skills Are Hard, it’s a deeper-dive that build the interactive talks I’ve done recently that focus on developing the interpersonal, creative, and cognitive skill sets that are essential in innovative work cultures.

If you are registered for Interaction 15, you can sign up here.

Below are the slides and video from an earlier talks. The workshop will focus on identifying individually relevant skills and creating an action plan to strengthen them.

Broadcast live streaming video on Ustream
Note: the talk itself starts around 30:00

I had an amazing time at Fluxible, and was so happy to have the opportunity to debut a brand new workshop, The Designer is Present.

The notion of presence is a critical idea for those of us in user experience. At the risk of sounding like Yoda, presence is tied to self-knowing. During ten years of writing, lecturing and coaching on “interviewing users”, many of the questions that Steve Portigal receives are about controlling or influencing another person’s behavior. Yet these interactions with others are really about ourselves, what’s inside us, who we are.
…
In this workshop, you’ll tap into a new level of personal authenticity to unlock a powerful boon. Together, we’ll explore this point of view and participate in a range of exercises to learn more about these ideas – and about ourselves.

The experience was a compelling one for all of us. I can not wait to do this workshop again (so hopefully someone will arrange for that to happen before too long). Taking a cue from Marina Abramovic (as well as performance and couples therapy), we tried an exercise where people gazed silently into the eyes of another person for 30 seconds. Which felt like an eternity, especially when done a second time. Everyone in the group was crazy brave and willing to try anything I asked of them, and even better was willing to really share honestly what these exercises revealed for them.

At other points we did a simple improv exercise (something I deal with a lot more in Yes, My Iguana Loves to Cha-Cha) about “accepting offers” – essentially one person waits on stage while another approaches and says something like “Hi, I’m a baker and here’s a loaf of bread.” The initial actor responds with “Thanks, I’ll go get some butter!” or something else relevant, and then walks offstage. That’s it – all we did was a series of saying “yes” to other ideas; ideas we couldn’t plan for. Even that simple and silly activity produced a lot of powerful reflection.

We also explored how reframing (especially bad ideas into good ones; something I deal with more extensively in The Power of Bad Ideas) can help with keeping us in the moment and not letting catastrophizing whisk us away.

It seemed that these ideas had a real impact; several speakers were present and reflected on the workshop in their end-of-event summaries the next day. Konrad Sauer even shared some of his experience in a blog post:

Steve then asked us to turn to the person beside us and for 30 seconds, stare into the other persons eyes. We were all strangers and the experience was amazing. After the exercise, we were asked to describe the experience. Most people had a strong sense of discomfort – this was an incredibly intimate thing to do with someone let along with someone we did not know. Many people found strategies for dealing with the discomfort – to focus on a single feature on the persons face – usually to avoid the eyes. Some people laughed, some people looked away. Some people paid attention to their breathing, the noises outside. But we all observed that we had made a much deeper connection to that person sitting across from us. Throughout the rest of the conference, whenever our eyes re-connected, it felt like seeing a very old friend again and there was a an immediate re-connection. That is how one of the other speakers described it and I think he was bang on. It was very cool.

I put together a reading list with various podcasts, websites, articles and more. You can check it out here.

Finally, I’ve embedded the slides below (although they are really only a pointer to the experience we all shared together).

I’ll be teaching Immersive field techniques: Interviewing and observing for user research, a full-day workshop at UX Australia in Brisbane, in August 29th.

Interviewing is undeniably one of the most valuable and commonly used user research tools. Yet sometimes we forget that it’s a skill we need to learn, because:

• It’s based on skills we think we have (talking or even listening)
• It’s not taught or reflected on
• People tend to ‘wing it’ rather than develop their skills

Without good interviewing skills, research results may be inaccurate or reveal nothing new, suggesting the wrong design or business responses, or they may miss the crucial nuance that points to innovative breakthrough opportunities.

In this day-long session, we’ll focus on the importance of rapport-building and listening and look at techniques for both. We will review different types of questions, and why you need to have a range of question types. This session will explore other contextual research methods that can be built on top of interviewing in a seamless way. We’ll try some practice exercises for improving your own interviewing skills. Through a homework exercise and a field trip during the workshop, we’ll also practice observation of users in an environment.

This workshop is an evolution of something I’ve been teaching for a number of years (and continue to refine). Over the past couple of years I’ve led forms of this session in Istanbul, Vancouver, Savannah, Toronto, Lisbon, Barcelona, Hong Kong, and San Francisco. Now it’s Australia’s turn.

I believe some of the conference workshops have already sold out, so if you might be going, please sign up soon! I look forward to seeing you there!

Last week I had the pleasure of visiting Lisbon and presenting at UX Lx.

I gave an updated version of “Well, We’ve Done All This Research, Now What?” where we did a brief observation of the area around the venue and then developed concepts that spoke to the needs we uncovered. Among the concepts the teams played with was a giant robotic sheep that would provide shade.

The slide deck:

Per Axbom took a series sketchnotes during the session and kindly posted all of them here.

I gave a short presentation on the final day of the conference, exploring the power of user research not only to uncover data that drives product development but to change the way an organization thinks about it’s customers and itself.

The slide deck:

Sketchnotes from LiveSketching.com, Per Axbom, and Francis Rowland.

Click to see larger original

(Side note: amusing to see the consistent use of the presenter caricature. The organizers of the conference may have contributed to this; in each attendee packet was a poster showing a funny if awkward scene with cartoon representations of all the different speakers, as well as a set of cards for one of the speakers. Attendees were supposed to trade cards until they got a complete set.)

The Portigal team is on the road and in the air this week. We have lots happening on the home front, stateside and abroad!

• Steve is already in Lisbon and gearing up for his sold-out workshop (as well as a short talk) for User Experience Lisbon.
• Tamara is digging into the results of a co-analysis session we hosted with our clients last week and preparing the final deliverable for our research with gamers.
• Tamara is heading to Phoenix later this week to facilitate for social good at the Phoenix Design Summit.
• We shared ours, will you share yours? We have launched the War Stories series and are now accepting your submissions about the not-so-glorious side of fieldwork!

What we are consuming: Risk!, Sagres, The Universal Traveller, La Damiana

Another year is speeding towards its conclusion and we wanted to share our highlights for 2011.

• We are joined by inveterate sing-talker, Tamara Christensen! Hooray!
• Steve is writing The Art and Craft of User Research Interviewing: Diving Deep for Insight to be published by Rosenfeld Media in 2012.
• Julie and Steve wrote several columns for interactions magazine: What To Expect When You’re Not Expecting It, Elevator Pitch, and Kilroy Was Here.
• We got our umbrage on about a Braun customer survey, Newegg’s gobbledygook customer communications, HP’s TouchPad advertising, Kimpton’s attempts at personalization, Facebook’s anti-empathetic approach to redesigns, Netflix’s user-blindness, web security questions, breast cancer memes, and irrelevant and badly executed cross branding.
• We kicked off the Omni project, examined how people completed everyday tasks in previous eras of technology, gained mucho insight from Nicolas Nova and Adrian Hon, and completed an extensive secondary research slash cultural audit.
• We drew inspiration from Haruki Murakami and Neil Peart.
• Steve was interviewed about the future of reading and digital books for Digital Book World and about interviewing users for the User Experience podcast.
• We reflected on consumption in general and information specifically, flow states in user research, muffin signifiers, hearing protection and customer service, nerds, recycling, gendered design and marketing, silliness at 76 stations, and MacWorld.
• Steve spoke about Discovering and Acting on New Insights at Lift11 (video and slides), Improv in Brainstorming at APDF, Successful Collaboration (slides) at Frontiers of Interaction, Best Practices For Interviewing Users at SXSW (slides and audio), Culture, User Research and Design at OCAD (slides and audio), We’ve done all this research, now what? at UCB and CHI2011 (slides), Uncovering Innovation From The Outside In at the UIE Web Apps Masters Tour, and User Research Analysis in a UIE Virtual Seminar (buy). He also taught full-day workshops including Spinning Data Into Gold (slides) with Rosenfeld Media, and Immersive Field Research Techniques (podcast) at UI16, and We’ve Done All This Research, Now What? at Unfinished Business (slides) and UX Hong Kong (slides).
• Julie presented Finding the Right People for the Center for Design Research at the University of Kansas (slides);
  Tamara co-presented Big Ideas, Focused Action, Problem Solved at the Oklahoma Creativity Forum (slides)
• We offered a design and experience critique about the One Day For Design experiment.
• Steve shared photographic observations from Geneva, Hong Kong, Toronto, and Florence and Lucca.
• Julie and Steve were out and about in New York (Julie, Steve), Boston, and Portland.
• Our blog (the place for debating/defending the design of really really nichey products, it would seem) turned 10 (yes, 10!)
• We redesigned our business cards around the theme of What’s Your Story and started a blog series to explain the stories behind the new designs (collect all six!)
• Steve began co-chairing the IxDA12 Student Challenge
• We doubled our office space, taking over an adjacent space that opened up in our complex. Kitchen! Couch! We’re living large!
• Not to mention like a bajillion quickies!

Really nostalgic? Check out summaries from 2010, 2009 and 2008.

Join me for Immersive Field Research Techniques coming up November 7 in Boston at User Interface 16.

My session will be pretty similar to the recent Rosenfeld Media workshop in Seattle, which was pretty well received 🙂






If you haven’t registered yet, you can use the code STEVEP for $300 off the whole conference, or $50 of a single day.

I hope to see you there!

As part of the Rosenfeld Media UX Workshops Fall 2011 Tour, I’ll be leading a full-day workshop – Interviewing Users: Spinning Data into Gold.

You can choose up to 3 workshops, including ones from Lou Rosenfeld and Steve Krug. Early registration (with a decent discount) ends September 9.

Bonus: the event will held at the amazing Seattle Central Library!

I hope to see you there!

I’ll be presenting a full-day workshop on Immersive Field Research Techniques at User Interface 16 this November in Boston.

Registration gives you

• Two full-day workshops: The UI16 experts will dive deep and get to the nitty-gritty details that make any designer into a pro.
• One day of short talks: This is where you’ll discover the latest UX ideas and techniques from each of our expert speakers. Don’t forget Jared Spool’s entertaining and educational keynote.
• Complete conference materials: We’ll send you the PDFs of every session and workshop just before you leave for the conference. Then you can focus on insights and not note-taking.
• Recordings of the short talks: The benefits keeping coming after the conference. Through the recordings, you can relive every short talk at your office with your entire team.

Right now they are offering 100 registrations at a sneak-preview price of $1349. They are (as of this posting) down to 79 sneak-spots, after that it goes up $300.

I hope to see you there!

I’ll be presenting my webinar User Research Analysis: You’ve Done All This Research, Now What on Thursday, April 7. This webinar is based on a workshop that I’ve led in Savannah, Atlanta, Hong Kong, Portland, Vancouver, and San Francisco, among other many other places. I’m always hearing from people who are interested but who aren’t in those cities at those times, but with a webinar, anyone anywhere can participate. I’ve adapted the workshop to suit the webinar format and added a bunch of new content based on what I’ve observed working (or not working) in the workshops, not to mention some of the latest techniques we’re using in our work.

Use the promotion code PORTIGAL when you register and get free lifetime access to the webinar that you can share with everyone in your organization. (A $40 value.) If you can’t make the webinar when it happens (time zone challenges? conflicting meetings?) you can use this code when register and watch it later at your convenience.

Check out a quick preview, below

Also available: last year’s UIE Virtual Seminar on Deep Dive Interviewing Techniques.

• [from steve_portigal] Armies of Expensive Lawyers, Replaced by Cheaper Software [HeraldTribune.com] – [Spin in this article is that using computers to manage super-human levels of complex data will have employment consequences.] When five television studios became entangled in a Justice Department antitrust lawsuit against CBS, the cost was immense. As part of the obscure task of “discovery” ­ providing documents relevant to a lawsuit ­ the studios examined six million documents at a cost of more than $2.2 million, much of it to pay for lawyers and paralegals who worked for months. But that was in 1978. Now, thanks to advances in artificial intelligence, “e-discovery” software can analyze documents in a fraction of the time and cost. In January, Blackstone Discovery of Palo Alto, CA., helped analyze 1.5 million documents for less than $100,000. Some programs can extract relevant concepts ­ like documents relevant to social protest in the Middle East ­ even in the absence of specific terms, and deduce patterns of behavior that would have eluded lawyers examining millions of documents.
• [from steve_portigal] PG&E launches huge paper chase for pipeline data [SF Chronicle] – [You think you have a lot of data to process? Obviously their record-keeping incompetence is just now being surfaced and they have taken on a data task that is beyond human scale. We can create systems that we can't manage!] For the past couple of days, forklifts have been carting pallets loaded with 30 boxes each into 3 warehouses outside the 70-year-old Cow Palace arena in Daly City. Friday afternoon, there were still more than 100 pallets stacked outside the warehouses waiting to go in. "There are 100,000 boxes in there, and you can't believe the papers spread everywhere," one PG&E employee said …"There are records in there going back to the 1920s. "We're looking at all kinds of parameters, and our data validation efforts are going on throughout the service area,…We're doing a 24-7 records search involving at least 300 employees and contractors, and we're working to confirm the quality of our data through collecting and validating our gas transmission pipeline records."
• [from steve_portigal] Hong Kong, 2011 [Flickr] – [My pictures from our recent trip to Hong Kong for the UXHK Conference]
• [from steve_portigal] Understanding Culture, User Research and Design with Steve Portigal – [Reserve your tickets now for either Toronto event: a lecture on March 8 and a workshop on March 9. The lecture will focus on culture, insights, and design while the workshop will be a hands-on opportunity to practice synthesizing user research data into opportunities and concepts. Hope to see you there!]