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engagement

Guided Tour

The Guided Tour method involves visiting a user in their natural environment (home, workplace, etc.) to gain a deeper understanding of their behaviors, routines, and values. It provides rich, contextual insights that are often missed in traditional interviews.

120-240 min2-3 peopleHard
When to Use

Use this method when you need to develop a deep understanding of a user's lived experience and identify unmet needs or pain points within their daily routines. It's particularly useful in the early stages of a design project.

How It Works

Solves: Lack of contextual understanding of user needs; assumptions based on limited information.

Step-by-Step Instructions
Follow these steps to facilitate this method
  1. 1

    Step 1: Arrange the visit. Contact the user and schedule a time for the guided tour, explaining the purpose and scope (15 minutes).

  2. 2

    Step 2: Prepare the team. Assign roles (questioner and note-taker) and review the research goals (15 minutes).

  3. 3

    Step 3: Conduct the tour. Visit the user's space, observe their routines, and ask open-ended questions about their habits and the environment (90-180 minutes).

  4. 4

    Step 4: Debrief and synthesize. After the tour, the team should debrief and synthesize their observations, identifying key insights and patterns (30-60 minutes).

Facilitator Tips
  • Be respectful of the user's space and time.
  • Focus on observing and asking open-ended questions rather than leading the conversation.
  • Take detailed notes and capture visual documentation (with permission).
Variations
  • Virtual Guided Tour: Conduct the tour remotely using video conferencing.
  • Shadowing: Observe the user without direct interaction to minimize interference.
Source: IDEO Design KitLearn more