It Project Manager Manual (4)-errors made during on-site investigation (2)

Error 2: Enter the survey status in a hurry

Once the survey plan is confirmed by the leaders, many people will immediately start the survey. The easy mistake at this time is to rush into the survey status.

Before conducting a specific survey business, we should first confirm with the enterprise survey coordinator that the survey plan and resources for the current day can be put in place. If the cooperation resources for the current plan are not available, we should provide the enterprise survey codinator with several alternative adjustment plans, it is responsible for conducting research only after it is put in place. This avoids the occurrence of no cooperation in the afternoon after the investigation is completed in the morning.

This advance reservation time ensures the quality by respecting the users under investigation and preparing the users under investigation.

In this case, if the user is arranged to cooperate with the research team, he must be confirmed by his/her direct supervisor and lead the interviewer to arrange the meeting. This will ensure the enthusiasm of the investigator, he does not have to worry about the impact of research on normal work, leading to direct dissatisfaction.

After these tasks are completed, you do not need to start the investigation. Instead, you should review the questions you have to ask, clarify the ideas of the questions, and do not think of anything to ask.

After thinking clearly, you can start the survey. But if you don't need to talk to the target, you can immediately enter the subject. You must make a little effort to conduct the survey.

This article covers three aspects. The first is self-introduction, and sometimes the company introduction. The investigator is also the company's active business card, and the second is to understand the background of the investigator. He expressed his gratitude for his cooperation with the research, by the way, we are very pleased to say that we can cooperate with experienced people like you, so that we can have a good mood to start cooperating with the research work, the third is to provide a description of the overall content and time of the survey, indicating that we want to use the information-based support methods designed for our business through the survey, so that we can be well aware and willing to help.

This is not just a rush to start research.

Common error 3: constantly asking questions and singing a movie
Many people have prepared a business survey questionnaire when starting the survey, so they started to ask questions according to the survey questionnaire, this method is very useful for people who have just started the survey. It can help them avoid having to ask questions when they are not familiar with the business.
However, the consequence of such research is that the investigator is singing a movie. The investigator keeps asking questions and the investigator keeps answering questions. It seems to be a relationship between interrogation and interrogation. Although such a survey can collect a large amount of information, from the perspective of research, not the best choice.
Experienced researchers first need to understand the entire business process and understand the problems we want to focus on in the specific business process.
The user under investigation cannot answer many specific questions without careful preparation, and he does not know why you have to ask these questions. The user must be bored when there are too many such questions, there will also be some alert mentality.
However, all users must be familiar with their daily business and understand the pain points in the business. Therefore, the research method should be to understand the business from the user's perspective, with a general understanding of the business, and further understanding of the details will be more in-depth and meticulous.
Therefore, a good researcher should give the user a sufficient speech. He is just raising a topic, so that the user can be interested and understand what he knows in a complete and orderly manner.
For example, we do a lot of research on PDM about what design software you use, what formats are generated, how many projects are designed each month, and how many drawings are generated. But if you ask questions one by one, it is indeed a torment for users. It's better to ask him how you get the design task every day, how to get started, what materials are needed for reference, what documents will be formed after the design task is completed, and who will be handed over? In this process, what do you think is inconvenient? During the entire business investigation process, I would like to ask, by the way, how many tasks you receive each month, how many times, how many times, and how much data you map each time, software design issues.
The advantage of such communication is that users can freely express and communicate with familiar businesses, instead of turning the entire communication into a one-way information collection. The atmosphere of communication will become better and better, the problem will be further discussed, not just on the surface of some preparation issues.
In addition, a lot of questions are completed in one business communication. You do not need to repeatedly ask questions. This increases the intensity of the work of the trainees and saves the time of the trainees.
It is also important to do a job immediately after a small business question is asked: Repeat the user's business and process immediately, and let the user confirm that you understand what he said.
When the user finds that the content he says can be understood and accepted, he is very happy. First, he feels that he has no white talk, second, he began to think that you are also a person who is familiar with the business or has the ability to be familiar with the business. Third, if you find anything wrong with retelling, you can immediately correct it.
Therefore, the research is not just about the excitement of the investigator, but about the user. We only need to introduce the topic and repeat the content. An endless stream of users should be a feature of successful research.
Thank you!
Thank you for your time to review our survey records.
According to McKinsey's suggestion, some people may raise a relatively sensitive question when the meeting is coming to an end. At this time, it is easy for people to relax and may have the mood to answer some questions that are unwilling to be answered at the beginning, you can try this method sometimes.