Rosenverse

This video is only accessible to Gold members. Log in or register for a free Gold Trial Account to watch.

Log in Register

Most conference talks are accessible to Gold members, while community videos are generally available to all logged-in members.

War Stories LIVE! Steve Portigal
Gold
Monday, March 30, 2020 • Advancing Research 2020
Share the love for this talk
War Stories LIVE! Steve Portigal
Speakers: Steve Portigal
Link:

Summary

In this talk, Steve recounts a difficult user research project for a fintech client focused on small business owners. He faced challenges recruiting participants due to opaque internal communication, unreachable colleagues, and a tight market of participants. After resorting to an unfamiliar recruiting agency, Steve encountered a participant suspicious and uncomfortable about the research intentions and the presence of two interviewers in a cramped space. The participant’s concerns about the interview’s purpose and incentive payments led to tense interactions, though ultimately he connected with Steve on LinkedIn. Reflecting on this, Steve introduces the concept of research war stories—personal narratives of struggles and failures in the field shared by researchers like Susan Simon Daniels, Randy Duke II, and Tamara Hale. Drawing from insights by George Dawes Green and Priya Parker, Steve emphasizes the importance of vulnerability, empathy, and storytelling to normalize failure and improve research practice. He encourages researchers to openly share their experiences to foster a supportive community where learning from mistakes is embraced as part of the craft. The talk closes with an invitation to contribute to an ongoing blog and the announcement of upcoming stories from other researchers.

Key Insights

  • Recruitment for user research can be hindered by internal communication breakdowns and limited participant pools.

  • Miscommunications between recruiters, participants, and researchers increase participant discomfort and complicate interviews.

  • Even polite participant pushback can feel confrontational during an emotionally charged interview.

  • Researchers often overcompensate with people-pleasing behaviors when rapport feels uncertain, which is counterproductive.

  • War stories capture the vulnerability and humanity inherent in research failures and challenges.

  • Sharing stories of failure helps researchers gain empathy for themselves and others, reducing harsh self-judgment.

  • Failure is inevitable in qualitative research and can provide crucial learning and personal growth opportunities.

  • Understanding research as a human endeavor involves managing unpredictability, emotion, and complex social dynamics.

  • Storytelling fosters community among researchers by normalizing failures and providing permission to be imperfect.

  • The value of research lies not only in findings but also in how experiences shape researchers permanently.

Notable Quotes

"It felt aggressive and angry and I spent the remainder of the interview feeling uncertain about our rapport."

"It’d be nice if we had someone to blame, but none of these are true."

"You probably have messed up. You probably will mess up. It’s inevitable and it’s okay."

"A story is about a decision that you made. It’s not about what happens to you."

"When you touch this vulnerability, people feel this ira comfort. I went through that myself."

"We tend to characterize our own experience in new or unexpected situations as messing up."

"Empathy is how you can more safely acknowledge that failure comes for us all."

"These war stories give you permission slips for your inevitable failures to come."

"The people doing the research are human, and the people we want to learn from are human."

"Sharing stories of failure normalizes thoughtful and transparent consideration of the work that we do."

Ask the Rosenbot
Eduardo Ortiz
Day 3 Theme Panel
2025 • Advancing Research 2025
Gold
Jonathon Colman
How to Maximize the Impact of Content Design
2024 • DesignOps Summit 2020
Gold
Brigette Metzler
Scaling ResearchOps: Helping Researchers do Their Best Work
2020 • Advancing Research 2020
Gold
John Calhoun
Meters, Miles, and Madness: New Frameworks to Measure the (Elusive) Value of DesignOps
2024 • DesignOps Summit 2024
Gold
Amy Jiménez Márquez
The Atypical UX Manager Path
2020 • Enterprise Community
Clara Kliman-Silver
UX Futures: The Role of Artificial Intelligence in Design
2023 • Enterprise UX 2023
Gold
Louis Rosenfeld
Becoming a Civic Designer: Making the Move from Private to Public Sector
2022 • Civic Design 2022
Gold
Christian Crumlish
Afternoon Insights Panel
2022 • Design in Product 2022
Gold
Sheryl Cababa
Integrating Systems Thinking Into Your Practice as a Designer
2025 • Rosenfeld Community
Ariel Kennan
Theme Two Intro
2022 • Civic Design 2022
Gold
Peter Morville
The Architecture of Understanding
2015 • Enterprise UX 2015
Gold
Christian Crumlish
AMA with Christian Crumlish, author of Product Management for UX People
2022 • Enterprise Community
Jules Monza
Use These Words and Count These Things
2024 • DesignOps Summit 2024
Gold
Chelsey Glasson
Exit Interview #3: Same as It Ever Was: What Leaving Tech Taught Me About Change
2025 • Rosenfeld Community
Dan Willis
Filling the Void
2018 • DesignOps Summit 2018
Gold
Dan Donald
Design Systems as a Vehicle for Systemic Change
2023 • DesignOps Community

More Videos

Brad Peters

"Reducing cognitive load on decision makers really helps them work with the data."

Brad Peters Anne Mamaghani

Short Take #1: UX/Product Lessons from Your Industry Peers

December 6, 2022

Lona Moore

"We constantly collect feedback to improve our community and design practice because iteration is key to impact."

Lona Moore

Scaling Design Beyond Designers

June 11, 2021

Josh Clark

"Radically adaptive experiences bend to your current wants and needs, creating unique, unpredictable journeys."

Josh Clark Veronika Kindred

Sentient Design, AI, and the Radically Adaptive Experience (1st of 3 seminars)

January 15, 2025

Erin May

"If we can’t provide research as a service at scale, we need to make sure the teams are equipped to do it on their own."

Erin May Roberta Dombrowski Laura Oxenfeld Brooke Hinton

Distributed, Democratized, Decentralized: Finding a Research Model to Support Your Org

March 10, 2022

Tara Tressel

"People were more likely to explain their thought process and just more context around the particular situation of their org."

Tara Tressel

Investigating qualitative depth of AI-moderated interviews

March 10, 2026

Charles Lee

"Updating and adopting design system components is company time, so a slower release schedule helps teams keep up."

Charles Lee Jennie Yip

Building a New Home for the Atlassian Design System

October 22, 2020

Kristin Skinner

"When we tailor education to individual needs, everyone benefits."

Kristin Skinner

Five Years of DesignOps

September 29, 2021

Megan Blocker

"If you see a problem or opportunity, you should do something about it."

Megan Blocker

Getting to the “So What?”: How Management Consulting Practices Can Transform Your Approach to Research

March 26, 2024

Shanti Mathew

"We developed family-facing intake tools to make the service experience more transparent and equitable."

Shanti Mathew Natalie Sims Natalia Radywyl

Civic Design at Scale: Introducing the Public Policy Layer Cake

December 9, 2021