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Glossary

Shadowing- An Observational Method

Shadowing as an Observational Method

Shadowing is method of qualitative research(Hyperlink) that is sometimes incorporated into Accompanied Shopping Trips (ASTs) and involves tracking someone in his or her role to experience the situations of his or her daily life or work in parallel with him or her, collecting insights through the detailed nuance of first hand, real time exposure. Where possible, shadowing observations should be extremely well documented, with photographs, detailed notes and sketches or audio.

Shadowing is contextualized information about how, when and why people act is needed to generate the understanding of human need and to develop meaningful insights for innovation.  Traditional observations or diary studies do not provide the same depth of contextual information or detail about purpose that is achieved through the shadowing method.

This methodology is used when exploring a research domain to gain a rich understanding of customer, such as; cooking, cleaning a car, booking a holiday or the regular weekly shop, Shadowing can also be used in a business context such as employee research(hyperlink) and to capture what people actually do, not just what they say they do. Once the researcher is given access, the researcher must then create a healthy rapport to the person being followed. This method involved a great deal of trust. The researcher then closely follows the individual over a set period of time while writing an almost continuous set of field notes. The researcher asks frequent questions for clarification and prompts the participants to give a running commentary on his or her actions and choices.

Best practices include video recording the observation, because there are plenty of impressions and small details which cannot be fully reconstructed later just through with notes. The main advantage of shadowing  is that all observations are made in the natural context of the observed person and the study is open ended.

Please talk to our ‘Qually’ experts Victoria Wood and Tony Lewis for more information or click the button below.

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