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IB Design Technology
SL · Lesson 04 · User-Centred Research Methods
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Lesson 04 · Unit 1

User-Centred
Research Methods

Different research methods reveal different parts of the user experience. The designer’s job is to choose deliberately.

80 minutesA2.1 · B1.1Research toolkit
Guiding question: How do designers understand the relationship between users, the product and the environment?01
Today’s destination

By the end of class, you should be able to…

01

Identify methods

Explain field research, observation, interviews, surveys, focus groups and task analysis.

02

Match method to question

Choose a method based on the evidence needed.

03

Recognize limitations

Explain what each method may miss.

04

Plan research

Combine methods to understand user, task and environment.

Success check: explain the concept accurately, then use it to make a justified design decision.
Know it → use it → explain the evidence.02
Research mindset

Research turns assumptions into evidence.

A designer should be able to explain why a method was chosen and what type of insight it can generate.

Observe

See behaviour

Useful when users may not notice or verbalize what they actually do.

Ask

Hear explanations

Interviews, surveys and focus groups reveal experiences, preferences and motivations.

Break down

Study the task

Task analysis exposes steps, critical points and opportunities for improvement.

“I think users…” is a hypothesis, not evidence.03
In context

Study use where it actually happens.

Field research places the designer in the real environment so context becomes part of the evidence.

Look for

Environment

Space, noise, lighting, weather, nearby people, competing tasks.

Look for

Workarounds

What users do because the current design does not fit the task.

Look for

Constraints

Time pressure, carrying other objects, access or shared-use conditions.

Context can create the problem—or reveal the solution.04
Behaviour

Watch what users do—not just what they say.

Reported

“The lid is fine.”

The user may have adapted to the problem.

VS
Observed

Uses teeth to pull the tab.

Behaviour reveals friction the user may not describe spontaneously.

Ethical habit: observation should be planned and appropriate for the context; treat users respectfully.
Behaviour is design evidence.05
Depth

Interviews explore motivations and experiences.

Question typeExampleUse
Open“Walk me through what happens when you use this.”Rich explanation; unexpected insights.
Follow-up“What makes that step difficult?”Clarify cause and importance.
Specific“How often does the latch fail?”Pin down frequency or conditions.
Ask for experiences, not just opinions.06
Apply it

Interview question quality

You are researching a school locker handle that some students struggle to use.

Which interview question is strongest?

Choose before you reveal the feedback.07
Breadth

Surveys can reach more users efficiently.

Useful for

Patterns

How common is a behaviour, preference or difficulty?

Useful for

Comparisons

Do groups report different priorities or experiences?

Limitation

Less depth

Short responses may not explain why a problem occurs.

Breadth complements depth.08
Group discussion

Focus groups reveal reactions and contrasting perspectives.

A facilitator can present a product, scenario or idea and listen to how several users discuss it together.

Strength

Ideas can trigger ideas

One user’s comment may prompt another to explain a different experience.

Risk

Group influence

Some people may dominate while others follow the group rather than share their own view.

Group data still needs interpretation.09
Sequence

Break a goal into observable steps.

01

Define the intended goal

Example: refill a bottle at a water station.

02

Record each action

Remove cap → position bottle → activate water → judge fill → replace cap.

03

Find critical points

Where do users pause, spill, use extra force, make errors or need assistance?

Critical points become design opportunities.10
Method combination

No single method tells the whole story.

Different methods reveal different evidence. A strong research plan combines methods because user experience has both behavioural and reported dimensions.

Observation + task analysis

What happens?

See sequence, context and pain points.

Interview / focus group

Why does it matter?

Explore motivation, explanation and priorities.

Survey

How widespread is it?

Look for patterns across a broader population.

Method choice should follow the research question.11
Apply it

Which method would you choose first?

A. You need to see where users spill coffee while using a travel mug on the move.
Field research + user observation, potentially followed by task analysis.
B. You need to understand why some users avoid a product even though they own it.
Interview or focus group to explore experiences and motivations, possibly supported by observation.
C. You need to estimate which of three problems is most common across a year group.
Survey, because it can collect comparable responses from a broader group efficiently.
Research question → method.12
12 minutes

Plan a three-method investigation.

Product: a school backpack used by students who carry a laptop, bottle and sports kit.

1
Write one research question about behaviour.
2
Choose a method and explain what evidence it would generate.
3
Write one research question about experience or motivation.
4
Add a third method that compensates for a limitation of the first two.
Plan research before collecting random data.13
Vocabulary lab

Research method vocabulary

Retrieve first. Then check.

TermField researchClick to reveal
MeaningResearch conducted in the real setting where the user, product and environment interact.
TermUser observationClick to reveal
MeaningSystematically watching user behaviour to identify actions, difficulties and workarounds.
TermInterviewClick to reveal
MeaningDirect questioning used to explore experiences, motivations and explanations in depth.
TermSurveyClick to reveal
MeaningA structured set of questions used to collect comparable responses from a broader group.
TermFocus groupClick to reveal
MeaningA facilitated discussion with several users to explore perspectives and reactions.
TermTask analysisClick to reveal
MeaningBreaking a user goal into steps to identify critical points and opportunities for improvement.
TermUser populationClick to reveal
MeaningThe group of users whose characteristics and experiences are relevant to the design.
TermResearch questionClick to reveal
MeaningA focused question that guides what evidence the designer needs to collect.
Say the meaning before you flip the card.14
Knowledge check

Can you retrieve it without looking back?

1. Why might observation reveal something an interview does not?
Users may not notice, remember or verbalize their own behaviours and workarounds.
2. Which method is especially useful for breaking a process into steps?
Task analysis.
3. Give one limitation of a survey compared with an interview.
Surveys often provide less depth and fewer opportunities for follow-up explanation.
4. Why combine research methods?
Different methods reveal different dimensions of the user, task and environment, reducing reliance on one narrow source of evidence.
Say the answer first. Then reveal it.15
Exit ticket

Before you leave…

1. Choose one method best suited to behaviour and justify it.
2. Choose one method best suited to motivations and justify it.
3. Explain why “more data” is not the same as “better research.”
Next lesson

Research Data for Designers

Keep the evidence chain moving: user → research → decision → test.

Curriculum alignment
A2.1 User-centred research methods · B1.1 UCD · field research · task analysis · user observation · interviews · surveys · focus groups.
Lesson complete16 slides
Designed by David Xu · © 2026 David Xu. All rights reserved.Educators and students are welcome to use these materials for non-commercial teaching and learning with attribution. Please share the original link when possible. Reposting, redistributing modified copies, removing attribution, or commercial use requires prior permission.
IB Design Technology SL · Lesson 0416
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