Screening considerations list
Useful considerations to help you generate questions for screening participants.
When screening participants for user studies, several factors must be taken into account. It’s crucial to identify participants who are suitable within the context of the study, ensuring efficiency by excluding those who may not offer valuable insights. The goal is to generate representative insights that align with the study’s objectives while minimising potential biases that could result from including participants who do not accurately represent the target audience.
-
Define goals and objectives
- Outline project goals and specific user characteristics you aim to identify.
-
Identify key criteria
- List essential criteria relevant to your project’s objectives.
-
Craft your questions
- Develop questions that are clear, concise and related to the defined criteria.
-
Validate with stakeholders
- Gather feedback and ensure consensus on the representation.
-
Run a pilot test
- Test the screener with a small group to identify potential issues and refine questions for optimal results.
Demographics
- Age
- Education
- Occupation
- Industry
- Location
- Cultural background
- Family structure
- Tech environment
- Internet connectivity
- Accessibility considerations
Technology usage
- Digital ecosystem
- Communication tools
- Content consumption
- Task management
- Social media engagement
- Online transactions
- Learning and skill development
- Entertainment preferences
- Privacy and security awareness
- Adoption of emerging technologies
Problem solving
- Nature of problems
- Approach and strategy
- Digital solutions
- Collaboration
- Decision-making
- Tool utilisation
- Learning from challenges
- Documentation and reflection
- Adaptability in problem-solving
- Technology as a solution
Tools and workflow
- Daily tasks
- Tool integration
- Collaboration platforms
- Project management
- Note-taking and documentation
- Time management
- Communication workflow
- File management
- Task prioritisation
- Adaptability in tools
Feedback and improvement
- Providing feedback
- Types of feedback
- Response to feedback
- Feedback influence
- Feedback collection preferences
- Timeliness of updates
- Anonymous feedback
- Encouraging feedback
- Appreciated improvements
- Continuous improvement
Adaptability
- Openness to trying new products
- Experience with new technologies
- Learning curve tolerance
- Motivation for change
- Feedback and iteration
- Balancing familiarity and innovation
- Influence of peers or recommendations
- Long-term adoption
Expectations
- User-friendliness
- Functionality and performance
- Customisation and personalisation
- Reliability and stability
- Integration with other tools
- Innovation and upgradability
- Accessibility
- Support and documentation
- Cost and value
- Ethical and sustainable design
In any project, it's important to adapt to the specific context at hand. The following provides a general guide on how to formulate/use this resource.
When screening participants for user studies, several factors must be taken into account. It’s crucial to identify participants who are suitable within the context of the study, ensuring efficiency by excluding those who may not offer valuable insights. The goal is to generate representative insights that align with the study’s objectives while minimising potential biases that could result from including participants who do not accurately represent the target audience.
-
Define goals and objectives
- Outline project goals and specific user characteristics you aim to identify.
-
Identify key criteria
- List essential criteria relevant to your project’s objectives.
-
Craft your questions
- Develop questions that are clear, concise and related to the defined criteria.
-
Validate with stakeholders
- Gather feedback and ensure consensus on the representation.
-
Run a pilot test
- Test the screener with a small group to identify potential issues and refine questions for optimal results.
Demographics
- Age
- Education
- Occupation
- Industry
- Location
- Cultural background
- Family structure
- Tech environment
- Internet connectivity
- Accessibility considerations
Technology usage
- Digital ecosystem
- Communication tools
- Content consumption
- Task management
- Social media engagement
- Online transactions
- Learning and skill development
- Entertainment preferences
- Privacy and security awareness
- Adoption of emerging technologies
Problem solving
- Nature of problems
- Approach and strategy
- Digital solutions
- Collaboration
- Decision-making
- Tool utilisation
- Learning from challenges
- Documentation and reflection
- Adaptability in problem-solving
- Technology as a solution
Tools and workflow
- Daily tasks
- Tool integration
- Collaboration platforms
- Project management
- Note-taking and documentation
- Time management
- Communication workflow
- File management
- Task prioritisation
- Adaptability in tools
Feedback and improvement
- Providing feedback
- Types of feedback
- Response to feedback
- Feedback influence
- Feedback collection preferences
- Timeliness of updates
- Anonymous feedback
- Encouraging feedback
- Appreciated improvements
- Continuous improvement
Adaptability
- Openness to trying new products
- Experience with new technologies
- Learning curve tolerance
- Motivation for change
- Feedback and iteration
- Balancing familiarity and innovation
- Influence of peers or recommendations
- Long-term adoption
Expectations
- User-friendliness
- Functionality and performance
- Customisation and personalisation
- Reliability and stability
- Integration with other tools
- Innovation and upgradability
- Accessibility
- Support and documentation
- Cost and value
- Ethical and sustainable design
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