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At HelloWallet I planned a research project to better understand our users and how they manage their finances. I decided to use a combination of a diary study and in-person interviews for the research method, which would allow me to collect data on their natural usage and have an in-depth conversation.
I began by interviewing different teams within the company to hear what questions they had about our users and how research findings could potentially help them make decisions. From that exercise, I wrote the discussion guide and created individual surveys with TypeForm for the diary study.
The plan was to conduct several rounds of interviews spread out over a few months. A summary of the first round of interviews is complete and the second round is in the recruiting phase.
At HelloWallet I planned a research project to better understand our users and how they manage their finances. I decided to use a combination of a diary study and in-person interviews for the research method, which would allow me to collect data on their natural usage and have an in-depth conversation.
I began by interviewing different teams within the company to hear what questions they had about our users and how research findings could potentially help them make decisions. From that exercise, I wrote the discussion guide and created individual surveys with TypeForm for the diary study.
The plan was to conduct several rounds of interviews spread out over a few months. A summary of the first round of interviews is complete and the second round is in the recruiting phase.
Questions from teams organized by theme. Helped to visualize burning questions when different groups wanted to learn the same thing.
Diary entries from TypeForm
Draft of a Framework from first round of interviews
Draft of a Framework from first round of interviews