Shadowing
It is one of the three direct observation techniques described in the context of Design Thinking, along with rapid ethnography and contextual inquiry.
Difference from the interview
The interview captures what users say they do; shadowing captures what users actually do. This difference is fundamental because actual and stated behaviors often differ: users tend to describe their ideal behavior, not their real one, especially when they feel observed in a formal setting.
Shadowing captures:
- The shortcuts and heuristics that users develop and would never mention in an interview because they have become automatic.
- Real-time frustrations: the button that is hard to find, the error that forces users to go back.
- The context of use: interruptions, lighting conditions, and other tools the user works with at the same time.
How to apply it
- Ask the user for explicit permission to observe them while they work or use the product.
- Define what type of activity will be observed and for how long.
- Observe without intervening: do not correct the user when they make a mistake, and do not suggest better ways of doing things. The mistake is valuable information.
- Take notes on behaviors, moments of hesitation, expressions, and context.
- Ask questions only at the end of the observation session, not during it.
Common mistake
Intervening when the user is struggling. The observer's natural instinct is to help when the user gets stuck. Doing so destroys the value of shadowing: the difficulty is exactly the information being sought. A user who cannot find a feature during shadowing reveals a design problem that must be recorded, not solved on the spot.
Resources
🏦 Skill Design ThinkingState of the art and development guide · Skill Arena
See also
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