UX Planet - Medium 08月27日
UX研究:假设与成功标准的重要性
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UX研究的核心在于明确的假设和可衡量的成功标准,它们是指导研究方向、确保结果有效性的基石。假设是对用户行为、需求或偏好的预测,以“我相信[用户群体]会因为[原因/背景]而[做某事/使用某物]”的格式提出。成功标准则是验证这些假设的信号,可以是定量的(如完成率、时间)或定性的(如满意度、偏好)。选择成功标准时,需紧密结合研究目标,考虑行为、态度和业务指标,并根据产品设计阶段(原型、MVP、已上线)调整侧重点,以驱动设计决策。

🎯 **明确研究基石:假设与成功标准** UX研究的有效性建立在清晰的假设和可衡量的成功标准之上。假设是对用户行为的预测,例如“我相信首次用户会跳过冗长的账户设置,因为他们渴望即时获得价值”。成功标准则用于验证这些假设,防止研究沦为泛泛的用户反馈收集,而是成为驱动设计过程的有力工具。没有它们,研究将失去方向和客观性。

📊 **构建可验证的假设** 假设应具体说明用户群体、行为以及驱动该行为的原因。例如,“我相信用户在厨房忙碌时,会倾向于使用语音搜索食谱而非手动输入,因为双手不便”。清晰的假设为后续的研究设计和数据收集提供了明确的目标,确保研究能够聚焦于验证最关键的用户洞察。

📈 **量化研究成果:成功标准的类型与应用** 成功标准是衡量假设是否成立的可测量信号,分为行为(用户做什么)、态度(用户感觉如何)和业务(对业务模型的影响)三类。例如,行为标准可以是“80%的参与者无需指导即可完成新用户引导流程”;态度标准可以是“用户对搜索体验的平均满意度达到4/5”。选择哪种标准取决于研究目标和产品所处的阶段,早期阶段侧重态度,而成熟产品则需要结合行为和业务指标。

🚀 **分阶段定义成功标准** 不同产品设计阶段需要不同的成功标准。原型阶段,应侧重于“他们理解了吗?”和“他们喜欢吗?”等态度指标;MVP(最小可行产品)阶段,则需加入“他们能做到吗?”和“需要多长时间?”等行为指标;对于已上线的产品,则应关注“这是否能驱动注册、留存和收入?”等业务指标。这种分阶段的方法确保了研究的可操作性和价值最大化。

In UX research, we have two pieces— hypotheses and success criteria — that set the foundation for any research activity. Without them, research risks becoming vague “user feedback sessions” rather than a fuel that powers design process.

A hypothesis is simply an assumption about user behavior, needs, or preferences that you want to validate (or invalidate). Think of them as “bets” you’re making in your design. I typically use the following format for a hypothesis:

I believe that [user group] will [do something/use something] because [reason or context].

Examples:

Once you articulate a hypothesis, the next thing you need to do is to validate it. And here comes a second piece of the UX research puzzle — success criteria. Success criteria are measurable signals that tell you whether your hypothesis holds true. They prevent you from interpreting vague feedback as validation.

Success criteria can be quantitative (numbers) or qualitative (observations), depending on the research context. Here is a 3-step process that I follow when choosing success criteria for my UX research:

1. Tie it to the research objectives

Before defining success, understand the specific problem the UX research aims to solve and how it connects to broader business objectives.

Start with two big questions:

“What do we need to learn to move this product forward?”

“Why do we need to learn it?”

and turn that into a measurable outcome.

Success criteria should answer the research questions. For example, if you’re checking if onboarding is intuitive, you can focus on quantitative success criteria, such as 80% of participants can complete onboarding without guidance.

2. Choose the right measurement type

There are three main categories of success criteria:

a. Behavioral (what users do)

This type explains what users do in your product, and it typically measures users’ activities and actions. Examples of success measurements are:

b. Attitudinal (what users feel/think)

Attitude is how people think and feel about your product. Attitude is based on both the rational and emotional impact of user interaction.

c. Business-facing

While behavior and attitude are something that we can directly connect to attributes of product design, such as functionality, reliability, usability, and delight, business-facing measurement is about the business model of your product and how people think about it. To define success criteria for UX research, you need to align with business objectives.

Most UX research benefits from a mix of different methods, not just one type. For example, if you’re validating a new search feature for your online store, you can choose

Quick tip: If you want to have a balanced set of metrics, you can use frameworks like SMART (Specific, Measurable, Achievable, Relevant, Time-bound) or OKR (Objectives and Key Results).

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3. Consider the stage of product design process

Different stages of product design require a different set of success criteria. For example:

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How to Define Success Criteria for UX Research was originally published in UX Planet on Medium, where people are continuing the conversation by highlighting and responding to this story.

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UX研究 假设 成功标准 用户行为 设计过程 UX Research Hypotheses Success Criteria User Behavior Design Process
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