DEFINE THE PROBLEM
What are the pain points a client has defined? What issues are we trying to better understand? Depending on the project, questions may be very tactical and specific or very strategic and broad. In either case, the first step is to clearly articulate what the overarching goal is.
RETHINK THE PROBLEM
Once you’ve defined the problem, it’s time to rethink it. Frequently, what we see as the problem is in fact a facet of something else. For example, when researching something like an eBook the problem to be solved isn’t technology, it may be understanding why people read different material in different contexts. It may be about displaying books for colleagues and friends as a means of gaining status. The point is that the problem we see may not be the problem at all and we need to think about possibilities before we enter the field.
DEFINE THE CONTEXTS
Where does an activity or practice take place? Defining the contexts we want to examine helps articulate the range of possibilities for observation. For example, if we’re studying beer drinking, we need to articulate all the possible contexts in which beer is purchased and consumed.
DEFINE THE SAMPLE
Who are the people we want to talk with? What are the social and cultural circles that will shape the event. It isn’t enough to define a demographic sample, you need to think in terms of cultural, social, professional and environmental systems, determining not only who will be the primary participants, but also the actors that shape the context.
MAKE A GAME PLAN
Put together a guide to help navigate the data collection and a method for managing the data (remember, everything is data and it is easy to become overwhelmed without a plan). Having a series of key questions and observational points to explore is the first component. But don’t just think about the questions you will ask, but also include opportunities for observation, mapping, and participation.
ENTER THE FIELD
This is the heart of the process. Meaningful insights and moments of “truth” are slow to get at. Low-hanging fruit will be easy to spot, but the goal should be to find those deeper practices and meanings. Because everything is data, from attitudes to mannerisms to artifacts, it is important to capture as much as possible. Take notes, draw maps and sketches, take photographs, shoot video, and collect audio – the smallest piece of information may have the greatest impact
ANALYZE AND INTERPRET
Hands down, analysis is the most difficult, but also the most rewarding part of research. A trained ethnographer will do more than report anecdotes. A trained ethnographer will bring a deep understanding of cultural understanding and social theory to the analysis process. This goes beyond casual observation and starts to pull together the web of significances and practices that get to the underlying structures of why people do what they do. Analysis should always work within a framework grounded in the social sciences. Analysis takes time, but the results will include modes of behavior, models of practice, experience frameworks, design principles, and cultural patterns. Once the data has been analyzed and crafted into something meaningful, the research team should be able to provide a rich story with a clear set of “aha” findings.
SHARE THE INSIGHTS
The findings and insights generated through ethnography should be shared not only with direct stakeholders, but across an organization because of their depth. Ethnography usually produces insights that can influence a wide range of people throughout an organization. Because of the complexity and the richness of ethnography, these stories can influence, inspire, engage, and change the way people think about a problem.
Finally, it isn’t enough to simply hand off results. As compelling as we may find our insights, that doesn’t always translate into someone seeing immediately how to apply them. Once insights and findings are shared, an ethnographer needs to work with others to craft those findings into action plans, product ideas, etc.