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Size the decision, not the task

The first time I handed AI a study, I gave it the transcripts and asked for themes back. What I got was a list of things the team and I could have told ourselves before we ever talked to a participant. “Users value transparency.” “Onboarding should be more intuitive.” Nothing surprising, nothing that sounded like a real person had said it, just our own hypotheses with a participant count stuck on the end.

And, folks, that’s not user research! (Thank God or we’d all have left the building a long time ago)

User research is about finding the unknown unknowns, the stuff nobody on the team even thought to ask about. It’s finding a key learning, figuring out why it’s happening based on how people think, and then working out what that means for the team.

“Users value transparency”? I could have told you that. Anybody could have told you that. It read like I’d googled it, or like the headline on some website selling something vague — synergy! Business! Circling back!

Also, who doesn’t value transparency?!

With that AI-generated synthesis, we might as well not have done the study. I could have walked over to the team, told them their onboarding sucked and they weren’t being transparent enough, and pissed people off but saved everyone a few weeks.

So I did what I do when I'm pissed off, and I went back to doing everything manually. Of course, I recorded sessions and got the transcripts, but I was rewriting, reformatting plans, creating reports and presentations completely by hand, which is just the worst thing in the whole entire world for researchers who don't have an appetite for design.

Yeah, just telling myself, obviously AI isn't going to work out. User researchers don't cut corners because look at what happened. I cut corners, and all I got was stupid, obvious themes that would make me look dumb in front of stakeholders if I presented them.

And that worked okay because I can be efficient. I've been doing this for a long time so I know where I can speed up my process. I can write research plans and screener surveys in my sleep. It was okay until stakeholders started coming to me and asking why everything was taking so long when they could just post the transcripts into Claude and get answers back in a matter of hours.

You know what sucked? I had absolutely nothing to say.

Yes, I could’ve said, "Oh well, it's going to give you back shitty themes that are absolutely flat and don't really mean anything. They don't tell you anything that's actually helpful. They kind of actually just give you a pat on the back of, like, 'Well, I kind of knew our onboarding sucked, and we had to change it.'"

I could have said that to the stakeholders, and I guarantee that they would have said, "Well, does that matter?"

So I went looking for why AI kept handing me the most obvious version of every theme.

Why AI gives you the obvious version

Let’s say a pet insurance company wants to know whether their claims process is too slow. You talk to 12 pet owners who’ve filed a claim this year, hand the transcripts to AI, and get this back:

Users want a faster, simpler claims process (9 of 12 participants)

True? Yup.

Useful? Not even a little.

I could tell you, when it comes to insurance, every single person wants something that's faster and more simple. I could tell you, every single time it pretty much comes to anything that people have to do, they want things to be faster and more simple. People want faster horses.

(Also a quick aside — if you ask people what they want, they will give super generic answers. Additionally, if you ask AI what people want, it will give you super generic answers because it’s trained on what people are responding to when they are asked what they want which is, drumroll please, SUPER GENERIC. We need user research to pull out the real stories, mental models, the things people don’t even know they need until we’re talking about it in an interview).

Anyways, if we would look deeper into that pet insurance research, with a human eye, we might find:

  1. One owner filed her claim from the vet’s car park at midnight while her dog was in surgery, photographing a crumpled invoice against her steering wheel with shaking hands. Between texts from the vet, she was doing sums in her head, working out what she’d say if she had to choose between the surgery and her rent. She was terrified of two things at once, that the insurance wouldn’t cover it and that she was about to lose part of her family

  2. Another had stopped claiming anything under $100. She laughed when she said she’d “rather eat the cost than go through that again,” and then didn’t say anything for a while. The last two times a claim was rejected, the emails asked her to prove her cat’s condition wasn’t pre-existing, and she said it felt like being accused of lying about someone she loves. Paying the vet herself, with money she didn’t really have, hurt less than feeling that again

  3. A third screenshotted every screen of the form, since his last claim had disappeared halfway through and he’d had to start over at 1am. His dog is diabetic, so he claims every month, and he talked about each claim like bracing for a fight. He keeps a folder of screenshots and vet notes “just in case,” and he gets a knot in his stomach every time an email from the insurer arrives

What’s going on underneath has very little to do with speed. These owners are scared, and every time they file a claim, they’re scared of being told no at the moment they can least afford it, of being treated like they’re lying, or of losing their claim to a form that eats their work. So they protect themselves. One pays the small bills out of her own pocket so she never has to feel disbelieved again, and another keeps a folder of evidence like he’s preparing for a dispute.

And once someone has stopped trusting you to show up when their pet is sick, they start asking why they’re paying you every month, and they answer that question at renewal. A faster form doesn’t touch any of that. The team would have spent a quarter making it quicker for people to file claims they no longer want to file.

AI gave us the obvious version since it writes by predicting the most likely next words.

So when it summarizes 12 interviews, it reaches for the most likely sentence about them, and the most likely sentence about any claims process ever is “people want it faster and simpler.” It counted “fast” and “easy” nine times. It didn’t hear her laugh when she said she’d rather eat the cost, or that the screenshot guy sounded exhausted rather than annoyed. And since the brief asked whether claims were too slow, it went looking for slow (and, surprise, it found slow!).

Now I run what I call the swap test on every AI theme. I swap the company for something totally different, like a bank, a gym app or a food delivery service, and if the theme still sounds true, it’s the obvious version and I go back to the transcripts. “Users want a faster, simpler process” works for all three. Yikes.

Some decisions can survive an obvious theme

Okay, now I’m going to slightly contradict myself (bear with me).

The obvious version isn’t always a disaster. If the pet insurance team is deciding whether the button says “Start a claim” or “Get reimbursed,” that’s a small, low-risk change they can test and roll back next sprint, so a slightly generic theme isn’t going to send them far off course. But if they’re deciding whether owners have to send an itemized vet invoice before any claim gets paid, a generic theme can send them off building the wrong thing for people who are already scared.

So I stopped asking “which tasks can I hand to AI?” and started asking “how big is the decision this study is feeding?” That’s what tells me how much AI I can get away with, and how much checking I need to do.

At kickoff, before anyone even says the words “method” or “tool,” I ask the stakeholder two questions and score each one from 1 to 3:

Score

How hard is it to undo?

Who is worse off if we’re wrong?

1

Fixed in a sprint

Only the team

2

Needs a release to undo

Users, annoyed for a few weeks

3

Very hard to undo, if at all

People’s money, health or trust in the company

Then I multiply them together (I promise this is the only math in this newsletter).

Decision size = how hard to undo × who is worse off

The button? 1 × 1 = 1. We can change it back next sprint, and nobody’s crying in a car park over it.

The invoice rule? 3 × 3 = 9. The people it hits are the ones waiting on money for a $2,000 surgery, and nobody, and I mean nobody, renews with the company that held up their claim during the worst week of their pet’s life.

Then the size tells me how much to hand over:

Size

What AI does

What I do

Roughly how long

Small (1-2)

A first pass of themes and the quotes behind them

Spot-check the themes against a few transcripts

Days

Medium (3-4)

Structures, tags and drafts

Check every theme against the transcripts and look for who doesn’t fit

About a week

Hard to undo (6-9)

Transcripts, tidying and formatting

All of the interpretation, the outliers and the gaps, with every insight traced back to its sessions

A few weeks

So the button study gets done in a few days with AI taking the first pass (huzzah!), and I take all that saved time and sit with every single claims session myself, listening for the anxiety and fear, for the unknown unknown, the mental model that pushes people to make decisions.

And stakeholders love this because I am able to push smaller things for them to change, leading to the feeling of productivity while the bigger more high-risk information gets the time it deserves.

The first time I asked AI for themes, I got back “users value transparency,” which I could have told the team before a single interview. Everything in my UXR AI Bundle is built to get you past that obvious, could-have-guessed-it answer. The skills dig for the why behind a pattern and the people who don’t fit it, and Synthesis Check flags any theme that’s just a topic with a participant count on it, so you know where to go back before it reaches a readout. Plus you get a lifetime of extremely helpful skills, agents, and AI-suites built for researchers by a researcher.

Write the size into the plan

Once I know the size, it goes in the research plan as one sentence, so the stakeholder sees my reasoning before we start instead of asking me at the readout why it took so long. Here’s my fill-in-the-blank version.

This decision is [easy / hard] to undo, and if we’re wrong, [who is affected and how]. So [tool] will [what it does], I’ll [what I do], and the readout will be [timeline].

And here’s what it looks like for the invoice rule.

This decision changes how claims get paid, so it’s hard to undo, and if we’re wrong, owners wait longer for money they need during their pet’s treatment, and some won’t renew. So our research tool will tag the transcripts and pull quotes, I’ll do the interpretation myself and link every insight to the sessions behind it, and the readout will be in three weeks.

I do the same thing in the readout. Under each finding, I add a little label so everyone knows exactly how it was made:

  • “Tool drafted, checked against all 12 sessions”

  • “My interpretation, from sessions 2, 5 and 8”

  • “Only one person said this, and it’s the one I’d look at next”

Then I add one slide on what we didn’t hear, like “nobody in this sample had a pet over ten years old, so none of this covers senior pets.” Stakeholders trust the findings so much more when they can see what I checked, and nobody has to awkwardly ask, “did AI write this?”

When they ask why it takes so long

Remember how I had absolutely nothing to say? Now I do (finally!). Having the size written down means I’m pointing at something we agreed on together, instead of getting defensive about my process. These are the answers I keep coming back to:

When they say

What’s going on for them

What I say

“Can’t you just put the transcripts into ChatGPT?”

They want to stop waiting and start building

“Yes, and I’ll have that first pass to you tomorrow so the team can start on the obvious fixes, like the form losing people’s progress. What it won’t find are the reasons people stop claiming and then cancel, and that’s where our renewal numbers are. Once I’ve gone through that part, I’ll share the changes I think we should make and how they connect to renewals.”

“Can I get something by Friday? Leadership’s asking.”

Their boss is asking, and they don’t want to walk in empty-handed

“Totally. By Friday I’ll show you the topline of what we’ve learned so far that we feel good about, so we don’t have to take back or change what we said later. I’ll make sure it’s the stuff leadership cares about most.”

“I already ran it through Claude, and it says people want faster claims.”

They’ve found an answer and want permission to get going

“Faster is real, and we can start on the parts that are clearly broken right away. Before we spend the whole quarter on speed, I want to show you why some owners have stopped claiming their small vet bills altogether. Someone who never claims starts asking why they’re paying every month, and they’re the ones who cancel at renewal. Making the form faster won’t fix that for them, so I want to look at it properly before we decide what to build.”

“Great, but what do I do with ‘people are scared’?”

They need something they can put on the roadmap

“It turns into things we can build. We can tell owners whether something’s covered before they’re standing at the vet, show the status of a claim so it never seems to disappear, and rewrite our proof requests so they don’t read like an accusation. Each of those should bring claims back up and keep people from canceling, and we can track it at renewal.”

“Why does this need three weeks when the button study took three days?”

They think research is slow by default and want to know when they’ll get something

“Fair question. The button was easy to change back if we got it wrong. This one is about how people get paid, and if we get it wrong, people cancel and it’s really hard to get them back. I’ll share the first findings next week so you can start planning, and then the full picture the week after.”

“The tool’s approved, so it’s fine, right?”

They want reassurance they’re allowed to move fast

“Yes, we’re fine on the data side. Where I’d be careful is treating what it says as the answer. It told us people want faster claims, and it missed that some owners are paying vet bills themselves rather than claiming, which makes them the most likely to cancel. So I want to check what it says against the sessions before we build anything from it.”

And if someone still isn’t buying it, show them the swap test on an old study they already know. Put the AI themes next to what you reported, swap in another company’s name, and let them see for themselves which version still sounds true. It’s a pretty fun moment when they realize the AI version works for a gym app too.

Overall, try the two questions at your next kickoff, and run the swap test on the next AI theme you get back. If it still sounds true for a completely different company, you know exactly where to go digging!

Grab this

This week you get three downloads, all markdown files you can read on their own or upload to Claude, ChatGPT or whichever tool you use.

  • The Swap Test skill. Give it your AI synthesis and your transcripts, and it runs the swap test on every theme, flags the ones that would still be true for a bank or a gym app, and goes back into the transcripts to pull out what each theme smoothed over, like the hedges, the workarounds, the things people stopped doing and the person who said the opposite. It gives you the evidence and the questions to dig into, and the interpretation stays yours

  • The Findings to Roadmap skill. For when your stakeholder says “great, but what do I do with that?” Give it your findings and your team’s metrics, and it turns how people feel into what they do, the changes the team could build, the metric each one should move and the early signal that it’s working. It writes a short version for your PM too, and keeps one real human detail in it so the people don’t get lost

  • The Decision Size Library. 20 common product decisions, from button wording to eligibility rules, already scored with the two kickoff questions, plus when to score a decision differently and what to say when a stakeholder disagrees with the size

I recommend running the Swap Test on the last AI synthesis you got back. It’s a pretty eye-opening way to see what got flattened!

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