layers-observed-behaviour
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/layers-observed-behaviour
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/layers-introThe observed behaviour layer is the closest we can get to reality. It is raw material — what users actually do, not what we think they do or wish they would do. Everything above it is interpretation; this layer is the source.
Decisions this layer needs to make:
- What specific questions do we most need to answer about our users?
- What evidence already exists, and how reliable is it?
- How do we gather what's missing?
- What patterns emerge — and what can we claim with confidence vs. what remains assumption?
Methods:
| Method | When |
|---|---|
| JTBD interviews | Understanding triggers, motivations, and anxieties. Interview about a real past experience, not hypotheticals. |
| Contextual inquiry / observation | When what users say differs from what they do. Watching real work reveals tacit behaviour. |
| Diary studies | When the behaviour is distributed over time or infrequent — users self-report as events occur. |
| Support ticket / review analysis | Existing product with accumulated signal. Good for identifying pain points at scale without recruiting. |
| Analytics review | What users do (not why). Complements qualitative; doesn't replace it. |
| Usability observation | Where do people struggle or succeed with an existing product? |
Quality signals — what good looks like:
- Observations are specific and close to raw data, not summarised into conclusions
- Job stories are grounded in something seen or heard, not inferred from team beliefs
- Confidence levels are marked: observed / inferred / assumed
- Research gaps are named explicitly, not papered over
- Workarounds are flagged — a need real enough to motivate improvisation is a strong signal
This skill works in two modes. Detect which applies and state it clearly:
- Plan mode — no research yet; help design a study
- Synthesise mode — existing research material; help make sense of it
If they have partial research, start in Synthesise mode with what exists, then shift to Plan mode to identify gaps.
假设已加载以获取框架背景信息。
/layers-intro行为观察层是我们最接近真实情况的层级。它是原始素材——即用户实际的行为,而非我们认为他们会做或希望他们做的事。该层级之上的所有内容都是解读,而这一层才是源头。
该层级需要做出的决策:
- 关于用户,我们最需要解答哪些具体问题?
- 已有哪些可用证据,其可信度如何?
- 我们如何收集缺失的信息?
- 会浮现出哪些模式——哪些结论我们可以笃定,哪些仍属于假设?
方法:
| 方法 | 适用场景 |
|---|---|
| JTBD访谈 | 用于理解触发因素、动机和焦虑情绪。访谈需围绕真实的过往经历展开,而非假设场景。 |
| 情境调研/观察 | 当用户的表述与实际行为不符时。观察真实工作场景可发现隐性行为。 |
| 日记研究 | 当行为随时间分散出现或发生频率较低时——由用户在事件发生时自行记录。 |
| 支持工单/评论分析 | 适用于已有累积数据信号的产品。无需招募用户即可大规模识别痛点。 |
| 数据分析复盘 | 了解用户做了什么(而非原因)。是定性研究的补充,而非替代。 |
| 可用性观察 | 了解用户在使用现有产品时的难点与顺畅点。 |
质量信号——优秀的标准:
- 观察结果具体且贴近原始数据,未被提炼为结论
- Job Stories基于实际观察或听闻的内容,而非团队的主观推断
- 标注置信度层级:观察所得/推断所得/假设所得
- 明确指出研究缺口,而非刻意掩盖
- 标记用户的变通方案——足以促使用户自行摸索的需求是强烈信号
该技能有两种模式。需判断适用模式并明确说明:
- 规划模式——尚未开展研究;协助设计研究方案
- 整合模式——已有研究素材;协助梳理分析
若已有部分研究成果,先基于现有内容启动整合模式,再切换至规划模式以识别研究缺口。
Guided session
引导式会话
Tell me what you're working on — what question you most need to answer about your users — or say "plan" or "synthesise" to start a guided session.
Ask: "Where should I capture the work from this session?" (see for options)
/layers-introAsk: "Do you have existing research — interviews, session recordings, support tickets, analytics — or do we need to plan research from scratch?" State the mode clearly once you know.
告诉我你的工作内容——你最需要解答的关于用户的问题是什么——或者说"plan"(规划)或"synthesise"(整合)来启动引导式会话。
提问:"我应该在哪里记录本次会话的成果?"(查看了解可选方案)
/layers-intro提问:*"你是否已有研究成果——如访谈记录、会话录屏、支持工单、数据分析——还是我们需要从零开始规划研究?"*确定后明确说明适用模式。
Plan mode
规划模式
Phase 1 — Define the learning goal
Help the designer articulate what they most need to understand. Push past vague goals:
- Not "understand users better" but "understand what triggers someone to refer a friend, and what makes them hesitate"
Write out 2–3 specific research questions.
Phase 2 — Identify participants
Who has the behaviour we need to observe? Push on assumptions:
- Existing users, potential users, or churned users?
- Is the behaviour something they do currently, or something they'd do in a new situation?
- How many participants for meaningful signal? (Qualitative interviews: 6–10 usually reaches saturation)
Phase 3 — Design the study
Choose the right method based on the learning goal. If running JTBD interviews, generate an interview guide:
Opening: "Tell me about the last time you [relevant behaviour]. Walk me through what was happening at that point."
Timeline: "What triggered that? What did you try first? What made you keep going / give up / switch?"
Motivations: "What were you hoping would be different after doing this? What were you worried about? What almost stopped you?"
Closing: "Is there anything I haven't asked that would help me understand this better?"
Remind the designer: listen for nouns (candidate domain objects) and the language users use naturally — this feeds the domain layer.
Phase 4 — Plan synthesis
Before going to research: agree on how findings will be captured and organised. One observation per note, tagged with the research question it speaks to. Raw quotes over summaries.
阶段1——定义学习目标
协助设计师明确他们最需要了解的内容。摒弃模糊的目标:
- 不是"更好地了解用户",而是"了解是什么触发用户推荐好友,以及是什么让他们犹豫"
撰写2–3个具体的研究问题。
阶段2——确定参与者
哪些人具备我们需要观察的行为?验证假设:
- 现有用户、潜在用户还是流失用户?
- 该行为是他们当前正在做的,还是在新场景下会做出的?
- 需要多少参与者才能获得有价值的信号?(定性访谈:通常6–10人即可达到饱和)
阶段3——设计研究方案
根据学习目标选择合适的方法。若开展JTBD访谈,需生成访谈指南:
开场:"告诉我你最近一次[相关行为]的经历。详细描述当时的情况。"
时间线:"是什么触发了这个行为?你首先尝试了什么?是什么让你坚持下去/放弃/切换方案?"
动机:"你希望做完这件事后有什么不同?你当时担心什么?是什么差点阻止了你?"
收尾:"有没有我没问到但能帮助我更好理解这件事的内容?"
提醒设计师:留意用户使用的名词(候选领域对象)和自然用语——这些内容将为领域层提供输入。
阶段4——规划整合环节
开展研究前:就研究成果的记录和整理方式达成一致。每条记录对应一项观察结果,并标注其关联的研究问题。优先使用原始引述而非总结内容。
Synthesise mode
整合模式
Phase 1 — Take stock
Ask the designer to share what they have — transcripts, notes, data summaries, whatever form. Ask: how was this collected, what questions was it designed to answer, how confident are you in its quality?
Phase 2 — Extract observations
Pull out concrete observations — things users said, did, or felt. Stay close to raw data; no interpretation yet.
If working from memory rather than documents, elicit by asking:
- "What was the most surprising thing a user did or said?"
- "What kept coming up across different users?"
- "What did users struggle with that you didn't expect?"
Phase 3 — Identify patterns
Group observations by theme:
- Recurring situations that trigger the behaviour
- Common motivations — underlying goals that keep appearing
- Shared anxieties — hesitations that show up across users
- Workarounds — what users do when the product doesn't serve the job
Phase 4 — Draft candidate job stories
From the patterns: When [situation], I want to [motivation], so I can [expected outcome].
For each: is the "When" specific enough? Is the "I want to" a motivation or a solution? Mark confidence: observed / inferred / assumed.
Phase 5 — Flag research gaps
What questions do the observations not yet answer? What would a designer need to know that this research doesn't tell them? These become input for a follow-up Plan mode session.
阶段1——盘点现有素材
请设计师分享他们拥有的素材——如访谈transcript、笔记、数据摘要等,无论形式如何。询问:这些素材是如何收集的?旨在解答哪些问题?你对其质量的置信度如何?
阶段2——提取观察结果
提炼具体的观察结果——用户所说、所做或所感的内容。贴近原始数据,暂不进行解读。
若仅依赖记忆而非文档,可通过以下问题获取信息:
- "用户的哪项行为或表述最令你惊讶?"
- "不同用户反复提及的内容是什么?"
- "用户遇到了哪些你未曾预料到的困难?"
阶段3——识别模式
按主题对观察结果进行分组:
- 触发行为的重复场景
- 共同动机——反复出现的潜在目标
- 共同焦虑——不同用户都存在的犹豫点
- 变通方案——当产品无法满足需求时用户的应对方式
阶段4——草拟候选Job Stories
基于识别出的模式:当[场景]时,我想要[动机],这样我就能[预期结果]。
针对每个Job Story:"When"部分是否足够具体?"I want to"部分是动机还是解决方案?标注置信度:观察所得/推断所得/假设所得。
阶段5——标记研究缺口
观察结果尚未解答哪些问题?设计师需要了解但现有研究未覆盖的内容是什么?这些将作为后续规划模式会话的输入。
Completion
交付成果
Produce:
- Key observations — significant raw findings
- Patterns — grouped themes with supporting observations
- Candidate job stories — with confidence ratings
- Research gaps — questions still unanswered
Close with: "These job stories are ready to refine at the user needs layer. Run to work through them."
/layers-user-needs交付以下内容:
- 核心观察结果——重要的原始发现
- 模式——带有支撑性观察结果的分组主题
- 候选Job Stories——带有置信度评分
- 研究缺口——尚未解答的问题
收尾:"这些Job Stories已准备好在用户需求层进行细化。运行来处理它们。"
/layers-user-needs