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Contextual Inquiry

Updated July 15, 20192 min read

Overview

Contextual Inquiry is a generative market research method for understanding real-world user problems through direct observation. It combines semi-structured interviews with on-site observations where the problem actually occurs.

Key Questions Answered

  • What are the customer's pain points?
  • What are the jobs to be done?
  • How often does this problem occur?
  • Are there makeshift solutions the customer is currently using?
  • Does the customer have any tacit knowledge about the problem space?

Time and Resources

Expect to spend at least one hour per customer (minimum five customers) plus two hours for debriefing. Costs vary based on customer proximity and problem frequency.

How to Conduct

Preparation:

  • Schedule interviews at locations where customers typically experience the problem
  • Prepare a framing statement

During the Interview:

  • Establish rapport; ensure the customer feels unjudged
  • Clarify observation rules and workflow interruption boundaries
  • Take detailed notes on workflow and context

Summarization:

  • Summarize observations with customer confirmation
  • Ask clarifying questions

Interpreting Results

Use debriefing methods like affinity diagramming or card sorting. Since data is qualitative with small samples, synthesize hypotheses rather than extrapolating patterns to entire populations.

Key Bias to Watch

  • Confirmation bias

Field Insight

"Apprentice yourself to the customer and learn how they are currently solving their problems without your product."

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