On-Site User Research Training for Teams & Organizations

Hire us to teach your team how to conduct usability testing, user interviews and more in a 1-day or 2-day in-house training workshop. You’ll learn how to plan, recruit, moderate, and analyze. And we’ll lay the foundation for a scalable, team sport approach embraced by Fortune 500 companies.

In-House UX Research Training in Action

BI, Incorporated

1-day UX research and design thinking training workshop for 50+ enterprise software developers across 5 scrum teams. On site outside Denver. Learn more.

PenFed Credit Union

Usability testing training for a diverse 10-person team from IT, marketing, UX/product, customer support, and leadership.  On site in Virginia. Learn more.

GEICO

Training on rapid UX testing and paper prototyping for a team of designers, researchers and digital project managers. On site outside Washington DC.

“Working with Marketade has been an amazing experience. I highly recommended them to anyone!”

Hung Ngo

Senior UX Designer, PenFed Credit Union

Learn Our 5-Step Research Process

We’ve experimented and refined our approach in hundreds of research projects over the last 10 years. We’ll teach you our best tools and tricks in 1 or 2 days.

Plan

Learn to write a research plan that includes goals, recruitment criteria and a moderator guide with tasks and questions.

Iterate

Make your research immediately actionable by learning to ideate, sketch, solve and iterate based on what you’ve observed.

Analyze

Learn to observe sessions and take notes like a researcher. Get our “team sport” analysis and alignment playbook.

Recruit

Overcome the biggest barrier to conducting research by learning how to source, screen, select and schedule participants.

Moderate

Practice facilitating live research sessions and get on-the-spot feedback. Learn how to avoid leading users and other common pitfalls.

How BI’s Developers Learned Rapid UX Research in 1 Day

In February 2019, Marketade led a 1-day training workshop on UX research and design thinking at BI Incorporated’s headquarters near Denver. The audience was 50+ enterprise software developers and QA engineers, 4 product managers and senior IT management.

Prior to the workshop, most audience members had never watched a UX research session. By the afternoon, they were running usability tests on their own designs (sketched minutes earlier), with real users.

Training topics included:

  • Design thinking principles
  • Rapid sketching and prototyping
  • Writing a usability test script
  • Recruiting users for testing
  • Moderating UX research
  • Aligning on research findings

Sketching & Prototyping

After a round of “Crazy 8’s” — where each person sketched 8 design ideas in 8 minutes — teams collaborated to create interactive paper prototypes.

Writing Scenarios & Tasks

Teams developed a usability test script that included interview questions, a scenario and key tasks. They learned how to avoid common mistakes.

Conducting Test Sessions

Teams tested their paper prototypes with representative users. Each team member played a unique role (e.g. moderator, wizard, note-taker).

“Great team of professionals who really understand this space and how to make real progress.”

Michael Cooke

Director of Software Engineering, BI Incorporated

Teaching Usability Testing to a Diverse Team at PenFed

In March 2019, Marketade led a usability testing training session at the PenFed Credit Union headquarters outside of Washington DC. This session was part of a week-long design sprint that also featured training exercises on journey mapping, sketching and prototyping, and other human-centered design techniques.

The 10-person team included executives, product managers, IT managers, designers, marketers, and a customer support manager. UX research training topics included:

  • Creating research scenarios and tasks
  • Writing recruiting ads and screeners
  • Moderating UX research
  • Observing, note-taking and analyzing
  • Iterating designs between research sessions

Practicing the Script

An analyst, engineer and marketer practice the moderator script the day before real participants come in.

Moderating In Person

A data analyst moderates her first usability testing sessions with real customers.

Observing & Note-Taking

Down the hall, the team observes sessions live and takes notes on post-its, using techniques learned earlier.

Analyzing as a Team

The team learns collaborative techniques to organize, label and prioritize research findings.

Rapid Iteration

Based on early problems spotted, two team members make quick design and copy changes in the short windows between sessions.

More Testing

The team learns the benefits of testing early and iterating often with small batches of users.

“Set the stage to disrupt the culture of the entire organization by introducing human-centered design.”

Candace Harman

Senior Product Manager, PenFed Credit Union

Why Teams Pick Us for Research Training

We do research every day

Every one of our training facilitators is also a researcher. While we love to teach teams to fish, many companies prefer to hire us as research consultants. Every day, we write test plans, recruit participants, and moderate sessions for our clients. This means you’ll learn very practical techniques and be equipped with our latest tools.

The secret sauce: team sport research

If you really want your team or organization to embrace human-centered design, you need to move beyond “research as a report” and embrace “research as a team sport“.  That’s what we’ve done over the last 10 years, constantly experimenting with research workshops that bring user empathy and insights to novices. We’ll teach you our favorite exercises to turn research into alignment and action.

We’re nimble … and fun

As a small, client-focused team, we’re a great fit for organizations that tend to change directions and throw curveballs at their partners. We adapt quickly and move on. Clients also tell us that we’re nice people who make research a lot more fun than they expected.

“I loved the interactive nature and really valued the consumers who came in.”

Tim Treger

Director of Learning & Development, Reynolds Consumer Products