Consider who your research participants are, the level of sensitivity of the research, and what the research environment is (how much time you have, your budget, etc.) when selecting research methods.
Research data collection tools
Your data collection tools are the tangible way with which to gather the information you need. Adopting the right tools will allow you to go beyond superficial (potentially biased) data and uncover insightful, latent knowledge. Flip each card to learn about a few of the many different types of data collection tools available.
Immersion
Shadowing and observation activities designed to uncover the target population reality – through which you’ll learn much about the differences between what is said and what is done, such as power dynamics, emotional triggers, and unreported interactions (e.g. fly on the wall, observation guide, and spontaneous interviews).
Interviews
Structured or semi-structured interviews with the target population to gather their perspectives, experience, and preferences. These can be individual or in small groups (e.g. IDI).
Activities
Engage users by inviting them to react and interact. These tools use activities at any step of the research to elicit conversations and go beyond the surface level (e.g. Card sorting, and storytelling).
Digital
Ethnography
Platforms that leverage WhatsApp or other tools to conduct qualitative and quantitative interviews remotely and asynchronously (e.g. WhatsApp questionnaires).
Ethical Considerations for Selecting Methods
Your first responsibility is to protect participants.
Be aware of power dynamics. Always assume participants may be vulnerable. As researchers, be accountable for your actions.
Identify risks and benefits to the participants and develop mitigation strategies.
Identify potential biases (personal, methodological, contextual) and develop mitigation strategies.
Consult your team and partners to understand how to go about Institutional Review Board (IRB) or research ethics committee approval.
Select research participants profile
Ask yourself: Who can we learn from? HCD is about bringing the end user to the center of the design process. That is why it is necessary to identify who will be the end users, their influencers, and who is part of the solution delivery system. All these people are potential participants in your design research.
How to identify participants?
The project lead should discuss with their Core Design Team, including trained researchers, how to select research participants. The team should define:
- What type of people are we interested in? – Who are the people affected by the problem directly and indirectly?
- What perspective do they provide? – Lived experience, expert view, or an intermediary (e.g., influencer of the intended audience).
- Define the selection criteria – Type and level of experience, gender, age, language, availability, and location.
How many of each type of participant is needed?
HCD is not a discipline that seeks statistical validation, the aim is to collect enough data to understand trends and themes. For this reason, the rule that 5 people are worth more than 500 is a principle followed.
Therefore, to determine the number of people your research needs to reach, considering HCD principles, turn to the trained researcher in your team, considering limits such as time, budget, and risks.
Where to look for participants?
Choose places where it is most convenient for the participants (e.g., household, community, health facility, etc.).
Logistics variables are essential to allow your team to reach a bigger and wider group of people. Develop a logical plan that takes into consideration the best time for participants and the best routes for your team.
Clarity is Key
Clearly state the selection criteria
Use simple demographic tables
Explicitly state the numbers, the locations, the social-economic profile
Clarify who is not included as a research participant