Rosenverse
What Research Ops Professionals Have Learned from COVID-19

Log in or create a free Rosenverse account to watch this video.

Log in Create free account

100s of community videos are available to free members. Conference talks are generally available to Gold members.

What Research Ops Professionals Have Learned from COVID-19

Thursday, July 16, 2020 • Advancing Research Community
Share the love for this talk
What Research Ops Professionals Have Learned from COVID-19
Speakers: Marjorie Stainback , Molly Fargotstein and Stephanie Marsh
Link:

Summary

Marjorie Stainback I’m planning to talk about how COVID-19 shifted how we conduct research as well as our onboarding experience. We were used to using our in-house lab to speak to in-person participants and while we had the capabilities to go fully remote, we hadn’t built a process around it prior to the pandemic. Once we had that settled, we started hiring which led to an update of our onboarding process. Molly Fargotstein-Sanders Taking a step back at the start of the COVID-19 outbreak, research leadership came together and decided to halt recruitment until we understood the landscape a bit better. Ops took that time to rethink the way we structure our recruitment communications (language, compensation, flexibility) & we worked with researchers to be more flexible with cancellations, no shows, and unwillingness to participate due to the climate (how to navigate deadlines and roadmap expectations). Because of the types of users and customers we have, we took this opportunity to really listen to them & meet them where they are. It really allowed for Ops to take a step back and understand that we can function as the "bleeding heart" of research when the opportunity arises. Stephanie Marsh  The quickest decision to be made and supported by the whole organization was not to invite or to do research with scientists and health care professionals that we knew would be working directly on COVID-19. Which meant supporting the pivoting of research to understand new needs both temporary and potentially permanent to our users - Scientists and students. The Research Operations team then worked on recruitment messaging to reassure potential participants that we can be flexible. We have supported and enabled researchers to share lessons learned more widely, such as avoiding afternoon sessions in India because of heavy internet traffic and poor connections. The pandemic prompted us to do emergency planning and identify critical tasks - if all ReOps people weren’t available what would still need to happen, what to do if all research tools were broken etc. We’ve included metrics to track participants' cancellation to quantify impact if any, to understand if perception and reality are the same or different. Longer term we are enabling the wider team to proactively shape the new normal of remote and office working. 

Key Insights

  • •

    COVID-19 forced research teams to shift rapidly from primarily in-person to fully remote research without pause.

  • •

    Updating recruitment scripts to be empathetic and sensitive to participants' changing contexts was critical.

  • •

    Transitioning to electronic NDAs accelerated changes that had been previously delayed.

  • •

    Remote research expanded participant diversity by overcoming geographic limitations of in-person labs.

  • •

    Small research Ops teams must prioritize among multiple operational pillars to avoid burnout.

  • •

    Self-service recruitment and research tools empower researchers and scale support.

  • •

    Remote work flattened team dynamics, creating a more level playing field internationally and across locations.

  • •

    Maintaining team morale requires intentional social activities, like virtual lunches and kudos boards.

  • •

    Proactive internal workshops on defining the 'new normal' help teams adapt thoughtfully.

  • •

    Prioritizing team health and flexibility enables sustainable cope with unexpected disruptions.

Notable Quotes

"COVID was kind of the mean person to push us into the pool—we had to sink or swim with remote research."

"It was okay to take a step back and pulse the research activity during market volatility."

"Remote research led to greater diversity in participants, which was a pleasant surprise."

"We flipped some onboarding traditions from physical notes to online kudos boards, keeping the welcoming spirit alive."

"In a team of two supporting 35 researchers, we planned a roadmap to focus on a few ops pillars at a time."

"If one person is remote, then everybody should be remote—it creates equality in collaboration."

"We iterated on recruitment messaging about 15 times to get the tone just right during COVID."

"Building an emergency backup process ensured research would continue even if key Ops people were unavailable."

"Prioritization came from engaging all stakeholders cross-functionally through an intake process."

"It’s not about speed or efficiency only—it’s about respect for the research participants."

Ask the Rosenbot
JP Allen
Navigating the UX Tools Landscape
2021 • DesignOps Summit 2021
Gold
Isaac Heyveld
Expand DesignOps Leadership as a Chief of Staff
2022 • DesignOps Summit 2022
Gold
Brigette Metzler
Research Repositories: A global project by the ResearchOps Community
2020 • Advancing Research Community
Jack Behar
How to Build Prototypes that Behave like an End-Product
2022 • Design in Product 2022
Gold
Mila Kuznetsova
How Lessons Learned from Our Youngest Users Can Help Us Evolve our Practices
2022 • Advancing Research 2022
Gold
Kristin Skinner
Group Activity: A Deep Dive Into Value and Outcomes
2019 • DesignOps Summit 2019
Gold
How to Identify and Increase your "Experience Quotient"
2018 • Enterprise Experience 2018
Gold
Mandy Drew
What Role(s) Can Research Play in Responsible Design?
2021 • Advancing Research 2021
Gold
John Calhoun
Have we Reached Our Peak? Spotting the Next Mountain For DesignOps to Climb
2021 • DesignOps Summit 2021
Gold
Sam Proulx
Prototype Reviews, People With Disabilities, and You
2021 • Civic Design 2021
Gold
Changying (Z) Zheng
Practical DesignOps: From Ideas to Tools That Teams Actually Use
2025 • Rosenfeld Community
Mark Boulton
Ops without Designers
2018 • DesignOps Summit 2018
Gold
Billy Carlson
Tips to Utilize Wireframes to Tell an Effective Product Story
2023 • Enterprise UX 2023
Gold
Jilanna Wilson
Distributed Design Operations Management
2019 • DesignOps Summit 2019
Gold
Paul Kahn
Books that Visualize the World: What Time Travel Can Teach Us About Information Architecture
2026 • Rosenfeld Community
Saara Kamppari-Miller
Theme Three Intro
2023 • DesignOps Summit 2023
Gold

More Videos

Dr. Karl Jeffries

"Design ops has the opportunity to set a new default future, not follow the path set by the past."

Dr. Karl Jeffries

The Science of Creativity for DesignOps

January 8, 2024

Amy Marquez

"Show them, don’t tell them — involving stakeholders early builds skin in the game and helps control quality."

Amy Marquez

INVEST: Discussion

June 15, 2018

Steve Portigal

"Building an internal research practice is critical for long-term value and integration of insights."

Steve Portigal Chris Chapo Kelly Goto Christian Rohrer

Discussion

May 13, 2015

Alicia Mooty

"One designer's security in a dedicated model may be another designer's stagnation."

Alicia Mooty

Design Staffing Models

September 30, 2021

Ana Maria Montero Barrantes

"We may not have tech prowess but our sticky notes, card sorts, and test reports are our real superpowers."

Ana Maria Montero Barrantes Aditi Dhar Michelle Kaplan Nate Osborne Matt Laurence

The Authentic UX Talent Show

January 8, 2024

Lada Gorlenko

"Simply asking stakeholders what success looks like for them in a project is a powerful way to start meaningful conversations."

Lada Gorlenko Sharbani Dhar Sébastien Malo Rob Mitzel Ivana Ng Michal Anne Rogondino

Theme 1: Discussion

January 8, 2024

Sofia Quintero

"We made it a priority from day one to support data exports so customers can leave without wasting weeks migrating data."

Sofia Quintero

The Product Philosophy Behind EnjoyHQ

March 10, 2021

Laura Klein

"Innovation is very much a team sport."

Laura Klein

Unique challenges of innovation in enterprises

April 23, 2020

Andrew Michael

"Combining the what we see in data with the why we get from user research is where true insights live."

Andrew Michael

Building a Product Insights Team

March 10, 2022

Latest Books All books