Thursday, October 27, 2011

Reassuring the participant(s)

I recently visited a large financial institution in Toronto to conduct some field research with their Fraud Management team. It's a pretty serious environment, with almost no privacy for the agents; low cube walls and constant monitoring of their activities either visually or through listening to their phone calls. No cell phones are allowed, and there is a "clean desk" policy that means the work environment is predictable and impersonal.

So, when I was led to a block of Loss Prevention Agents by their manager, they looked somewhat alarmed. I found out later that it's business-only with the managers, and the agents did not know what to expect when I approached. They certainly didn't think it would be a potentially-welcome break from the routine. I knew my first task was to put them at ease in order to gather usable results.

What did I do? I smiled (always a good start) and said "Don't worry, nobody is in trouble, I'm only here to see how you guys are using our product. You can't give me a right answer or a wrong answer, I'm just interested in what you normally do in the course of a regular work day."

I could see them relax, glance at each other and smile, and then go back to work. It's always part of our protocol to reassure individual participants, but this was the first time I had to reassure an entire group!

Tuesday, October 11, 2011

A bag with that?

I've always been highly susceptible to subtle visual and aural cues that guide behavior. At a self-checkout earlier this evening, I zipped through the "Pay Now" stuff and was about to leave when I heard an electronic voice say "Please remember to take your bags". The command came as I was retrieving my receipt, so my attention was elsewhere. Instinctively, I pawed open one of the plastic bags. Now, I was buying a gallon of paint and had no conscious intention of putting it in a bag. It has a handle already. I caught myself as I was lifting the can, and realized that it was the use of the word "bag" that had got me. I left the store without another bag to stuff in the kitchen drawer.

Now if the voice had said something like "Please remember to take your purchases", I would have been fine. If I was buying items too numerous to carry, I would have taken a bag through necessity. There must be some reason that the designers of the self-checkout chose the word "bag" though...right? Why are they trying to get us to take the bags?

My vote is for the advertising provided by the bag. Frequent shoppers, such as homeowners and/or parents, may have mental shopping lists represented in long-term memory by a store name or logo. Seeing the logo on a bag could easily bring the latent need to the surface and generate a shopping trip, and a few more bags.