CMD Methods Pack
This pack supports your design research planning in any CMD project. Browse through the cards to find methods that suit your needs. Pick a combination of methods belonging to different research strategies to balance your research plan. You can use this card set in many ways. It is really up to you!
Library
Goal
Standing on the shoulders of giants
To ensure rigor in your design explore what is already done. Watch what competitors are doing or get an overview of existing guidelines, patterns and theories. Sometimes called deskresearch.
![research strategy library](/img/library.png)
Benchmark creation
![Benchmark creation](/img/cards/lib-benchmark-creation.png)
Why?
Existing products in your niche can be a valuable reference and source of inspiration.
More infoBest, good & bad practices
![Best, good & bad practices](/img/cards/lib-best-good-and-bad-practices.png)
Why?
Why invent the wheel again? Incorporating what others have learned is an important practice.
More infoCompetitive Analysis
![Competitive Analysis](/img/cards/lib-competitive-analysis-anim.gif)
Why?
Find a niche or unique selling point competitors are not filling.
More infoDesign Pattern Search
![Design Pattern Search](/img/cards/lib-design-pattern-search.png)
Why?
Find common solutions for recurring problems and a description of the context in which these solutions work best.
More infoExpert Interview
![Expert Interview](/img/cards/lib-expert-interview.png)
Why?
A domain or content expert can put you on track when you enter a new domain or field of expertise. The expert can point out sources, give you a sense of direction or point to common pitfalls.
More infoLiterature Study
![Literature Study](/img/cards/lib-literature-study.png)
Why?
Find contextual information, guidance and best practices.
More infoTrend analysis
![Trend analysis](/img/cards/lib-trend-analysis.png)
Why?
Catch up with novel developments before your competitors do.
More infoField
Goal
Understand your users
Explore the application context. You apply a field strategy to get an overview of your users, know their needs, desires and limitations so your design is relevant to them.
![research strategy field](/img/field.png)
Card sorting
![Card sorting](/img/cards/field-card-sorting.png)
Why?
Find out what information organisation structures are considered intuitive by users.
More infoDiaries & probes
![Diaries & probes](/img/cards/field-cultural-probes.png)
Why?
Collect detailed information and inspiration about values, thoughts, routines, and long-term experience of your intended users.
More infoFocus group
![Focus group](/img/cards/field-focus-group.png)
Why?
When the topic asks for it, or for efficiency reasons, opinions and experiences can also be gathered through group discussions called focus groups.
More infoInterview
![Interview](/img/cards/field-interview.png)
Why?
It is hard to design for users you do not fully understand. Interviews allow you to understand users better by gathering their opinions, behaviours, goals, attitudes and experiences.
More infoObservation
![Observation](/img/cards/field-observation.png)
Why?
Get a feeling for how your intended users will use your product by unobtrusively observing them and their behaviour in their daily environment.
More infoSurvey
![Survey](/img/cards/field-survey.png)
Why?
Collect, mostly quantitative, information from a large sample of your target group.
More infoLab
Goal
To measure is to know
Be certain your solution works and is relevant for the end-user. Will your design work out the way you intended it to?
![research strategy lab](/img/lab.png)
A/B Testing
![A/B Testing](/img/cards/lab-AB-testing.png)
Why?
A minor change in a design may alter user behaviour in ways that are hard to detect in a usability test. An A/B test allows you to compare real-world user behaviour across different versions of the product.
More infoBiometrics
![Biometrics](/img/cards/lab-biometrics.png)
Why?
To get objective data about users' attention and physical state.
More infoField Trial
![Field Trial](/img/cards/lab-field-trial.png)
Why?
Participants never act completely naturally in a lab setting, so consider testing your product in the 'wild'. This can be particularly valuable when real-life disturbances are important for your design, as is the case with mobile apps.
More infoOnline analytics
![Online analytics](/img/cards/lab-web-analytics.png)
Why?
Gain insights from real usage statistics in order to continue improving a website, app or social media campaign after it is in use, or monitor it's use for marketing purposes.
More infoSecurity test
![Security test](/img/cards/lab-security-test.png)
Why?
Connected products and online services are prone to misuse by rogue users. Security tests identify weaknesses of the system and thus help prevent misuse.
More infoThinking aloud
![Thinking aloud](/img/cards/lab-thinking-aloud.png)
Why?
Understand the reasons behind user behaviour, or uncover the mental models of the user in a usability test.
More infoUsability Testing
![Usability Testing](/img/cards/lab-usability-testing-anim.gif)
Why?
Detect problems users have with your design and correct these before the product goes live.
More infoWizard of Oz
![Wizard of Oz](/img/cards/lab-wizard-of-oz.png)
Why?
A Wizard of Oz: acting out the systems functionality, can help when a system has not been build yet, but a realistic user test is necessary to drive design.
More infoShowroom
Goal
Know & show your contribution
Be certain your ideas are better than what is already done. Proof the rigor of your design by showing it to experts, test against guidelines or decide on its USPs.
![research strategy showroom](/img/showroom.png)
Co-reflection
![Co-reflection](/img/cards/show-co-reflection.png)
Why?
Involve stakeholders and other experts early in the design process in order to set an innovative direction and to create openness for novel ideas among stakeholders.
More infoEthical check
![Ethical check](/img/cards/show-ethical-check.png)
Why?
Norms and values differ between people and societies. Make sure your design and development decisions do not lead to conflicts with certain norms and values.
More infoExpo
![Expo](/img/cards/show-expo.png)
Why?
By placing your work in the spotlight, you learn about its value for others in ways you might not expect yourself.
More infoGuideline conformity analysis
![Guideline conformity analysis](/img/cards/show-guideline-conformity-analysis.png)
Why?
Conforming to guidelines and standards helps ensure the credibility of the quality of your product and prevents reliability, privacy and security issues.
More infoHeuristic Evaluation
![Heuristic Evaluation](/img/cards/show-heuristic-evaluation.png)
Why?
Complementary to user research, or when user research is too costly, a heuristic evaluation can be used to detect and repair usability errors.
More infoPeer Review
![Peer Review](/img/cards/show-peer-review.png)
Why?
“With many eye-balls on the code, all bugs are shallow.” Colleagues and experts can help position and improve your work, certainly if it needs to be reused by them.
More infoPitch
![Pitch](/img/cards/show-pitch.png)
Why?
Get a grasp on your unique selling points and practice concise communication about them.
More infoProvocative Prototyping
![Provocative Prototyping](/img/cards/show-provocative-prototyping-anim.gif)
Why?
Friendly provocation can help uncover hidden values and requirements from your stakeholders.
More info(Product) Quality Review
![(Product) Quality Review](/img/cards/show-quality-review.png)
Why?
Ensure the product is perfect before it is released to the client or users.
More infoUSP (Unique Selling Points)
![USP (Unique Selling Points)](/img/cards/show-usp.png)
Why?
In a competitive business situation you need to be able to identify and communicate clearly and concisely what it is that sets you apart.
More infoWorkshop
Goal
Seek variation and improvement!
Explore opportunities. Prototyping, sketching and co-creation activities are all ways to innovate and to gain insights in what is possible and how things could work.
![research strategy workshop](/img/workshop.png)
Co-creation
![Co-creation](/img/cards/work-co-creation.png)
Why?
Gain inspiration from your users by involving them in the design process. It may lead to unexpected and sensible project outcomes.
More infoIdeation
![Ideation](/img/cards/work-ideation.png)
Why?
Generate and develop new ideas.
More infoMorphological chart
![Morphological chart](/img/cards/work-morphological-chart.png)
Why?
Generating ideas in a systematic manner.
More infoProof of Concept
![Proof of Concept](/img/cards/work-poc.png)
Why?
Demonstrate the desirability or the feasibility of your idea or design.
More infoPrototyping
![Prototyping](/img/cards/work-prototyping.png)
Why?
Develop, evaluate or communicate a concept or design.
More infoScamper
![Scamper](/img/cards/work-scamper.png)
Why?
When it is hard to develop an initial idea into an elegant solution, a morphological technique such as scamper can help.
More infoSketching
![Sketching](/img/cards/work-sketching.png)
Why?
Explore and communicate forms and ideas.
More infoStorytelling
![Storytelling](/img/cards/work-storytelling.png)
Why?
Make abstract concepts concrete and strengthen the empathy for the user in your team by using storytelling.
More infoTinkering
![Tinkering](/img/cards/work-tinkering.png)
Why?
Come up with novel idea's based on technical opportunities and affordances.
More infoStepping Stones
Goal
Condense, communicate, combine
Condense your insights into tangible representations that can be re-used in the rest of the project and help to communicate findings to the team and client.
![research strategy stepping-stones](/img/stepping-stones.png)
Business Model Canvas
![Business Model Canvas](/img/cards/step-business-model-canvas.png)
Why?
Dream up in a structured and visual way, how a new company can reach its customers and make revenues in order to understand, discuss, create and analyse a business idea.
More infoComparison Chart
![Comparison Chart](/img/cards/step-comparison-chart.png)
Why?
A comparison chart, or comparison table, describes and compares attributes and characteristics of existing products or tools in order to determine the best option for your project.
More infoConcept
![Concept](/img/cards/step-concept.png)
Why?
When you develop a new product or service, the concept summarizes 'the big idea' or 'the main principle' on which your solution will be based. For example, most traditional churches have a floor plan based on a cross so God can recognize a church from the sky. Validate your concept(s) with stakeholders to determine desirability and feasibility.
More infoCustomer Journey
![Customer Journey](/img/cards/step-customer-journey.png)
Why?
Visualize the user experience of a service over time and across the different interaction moments (touch points) within the service.
More infoDesign Specification
![Design Specification](/img/cards/step-design-specification.png)
Why?
Describe the characteristics of a product, like a website or an application, in order to inform the designers and developers who are involved.
More infoEmpathy Map
![Empathy Map](/img/cards/step-empathy-map.png)
Why?
Summarize and synthetize findings from observations and interviews in a structured way. Empathy maps can offer valuable and unexpected insights in the user.
More infoInspiration Wall
![Inspiration Wall](/img/cards/step-inspiration-wall.png)
Why?
Save and organize creative ideas during a project, or even permanently, in order to have access to them very quickly and let ideas 'simmer' for a while.
More infoMood Board
![Mood Board](/img/cards/step-moodboard.png)
Why?
Before you start to make a design, a mood board can help describe the 'mood' or the 'feel' of the envisioned product.
More infoPersona
![Persona](/img/cards/step-persona.png)
Why?
Represent the user in discussions about the design in an elegant way.
More infoRequirements list
![Requirements list](/img/cards/step-requirements-list.png)
Why?
To ensure your design meets all demands, a complete list of requirements can serve as a planning tool and checklist.
More infoScenario
![Scenario](/img/cards/step-scenario.png)
Why?
Different types of scenarios exist that each serve a different purpose, for example to develop user criteria, to generate ideas or to reflect on a concept. Storyboards are a particularly common form to capture scenarios.
More infoTask Analysis
![Task Analysis](/img/cards/step-task-analysis.png)
Why?
When your product has to support people performing some kind of task (for example repairing a car), a task analysis will help you and other designers understand the task better.
More info