Observational Research and Task Analysis

Learn more about research by watching how we plan, execute, and analyze it.

These are all (free) videos on our Delta CX YouTube channel in the Micro Lessons playlist and around other Delta CX playlists. So why pay for it here? Three reasons!

  1. These are better organized than the YouTube playlist.
  2. If you enroll here, we will notify you via email when we add a new research video. That way, if you miss it on YouTube and it slides quietly into the Micro Lessons playlist, you'll be notified!
  3. A little financial support for all the work that goes into the YouTube videos.

If you are practicing research work or working on a real project, but you are looking for coaching, we have a private coaching program.


Your Instructor


Debbie Levitt
Debbie Levitt

Debbie Levitt, CXO of Delta CX, has been a CX and UX strategist, designer, and trainer since the 1990s. As a “serial contractor” who lived in the Bay Area for most of the 2010s, Debbie has influenced interfaces at Sony, Wells Fargo, Constant Contact, Macys.com, Etsy, and a variety of Silicon Valley startups.

Clients have given her the nickname, “Mary Poppins,” because she flies in, improves everything she can, sings a few songs, and flies away to her next adventure.

Her “DevOps ICU” book and training teach non-CX roles about CX, why it’s done by specialists, and how to integrate it into teams and processes. Her “Delta CX” book and training teach companies how to improve customer satisfaction, predict and mitigate business risk, and increase ROI by investing in great customer experiences.

Outside of CX work, and sometimes during CX work, Debbie enjoys singing symphonic prog goth metal, opera, and New Wave.


Course Curriculum


  Planning Observational Research
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  Creating a Screener Survey
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  Coding, Tagging, and Analysis
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  Affinity Diagramming
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  Optimized Task Flow
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  Knowledge Design
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