explore · Empathy, Research, Observation · 120–240 min · 2-3 people · medium energy
Guided Tour
The Guided Tour method involves visiting a user in their natural environment (home, workplace, etc.) to gain a deeper understanding of their behaviors, routines, and values. It provides rich, contextual insights that are often missed in traditional interviews.
When to use Guided Tour
Use this method when you need to develop a deep understanding of a user's lived experience and identify unmet needs or pain points within their daily routines. It's particularly useful in the early stages of a design project.
What it solves
Lack of contextual understanding of user needs; assumptions based on limited information.
How to run Guided Tour, step by step
- Arrange the visit. Contact the user and schedule a time for the guided tour, explaining the purpose and scope (15 minutes).
- Prepare the team. Assign roles (questioner and note-taker) and review the research goals (15 minutes).
- Conduct the tour. Visit the user's space, observe their routines, and ask open-ended questions about their habits and the environment (90-180 minutes).
- Debrief and synthesize. After the tour, the team should debrief and synthesize their observations, identifying key insights and patterns (30-60 minutes).
Materials needed
- Pens
- Paper
- Camera (optional, with permission)
- Notebook
Facilitator tips
- Be respectful of the user's space and time.
- Focus on observing and asking open-ended questions rather than leading the conversation.
- Take detailed notes and capture visual documentation (with permission).
Common pitfalls
- Making assumptions based on limited observations.
- Disrupting the user's routine or making them feel uncomfortable.
- Failing to synthesize the observations into actionable insights.
Variations
- Virtual Guided Tour: Conduct the tour remotely using video conferencing.
- Shadowing: Observe the user without direct interaction to minimize interference.
Running it online or hybrid
A virtual tour can be conducted using video conferencing and screen sharing, but requires careful planning and rapport-building beforehand. Consider using a virtual whiteboard for collaborative note-taking.
What it produces
Detailed observation notes, photographs (with permission), and a deeper understanding of the user's environment and habits.
Origin
Adapted from IDEO.org Design Kit — source
Build a session around Guided Tour
METODIC places Guided Tour inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.