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LEAN USABIILTY @
PRESENTED AT NYC LEAN STARTUP MEETUP
FEB 9, 2010

ANDRES GLUSMAN @glusman
ANNA DEYOUNG
OVERVIEW OF USABILITY TESTING
         AT MEETUP
340 TESTS IN LAST 18 MONTHS

        TEST 2-3 DAYS A WEEK

 EVERYTHING USER-FACING GETS TESTED

ON PACE TO DO 400+ SESSIONS THIS YEAR
     SUPPORTING 6-8 PROJECT TEAMS

 WILL COST ABOUT AS MUCH AS DOING 4
    OUTSOURCED USABILITY PROJECTS
WHY USABILITY TESTING MATTERS
PRODUCT DEVELOPMENT IS AN ART

   THAT INVOLVES MANY PEOPLE

& SUFFERS FROM THE MALKOVICH BIAS
MALKOVICH BIAS
THE TENDENCY TO BELIEVE THAT EVERYONE
       USES THE WEB LIKE YOU DO
WATCHING PEOPLE USE THE STUFF YOU
BUILD IS THE BEST WAY TO CONFRONT THE
            MALKOVICH BIAS
HOW WE GOT HERE….
~ FIRST ITERATION ~
    DIY TESTING
DIY EXPERIMENT
•  RECRUITED OFF OF CRAIGSLIST
•  1 PRODUCT PERSON ENGAGED USERS IN A FEW DIRECTED TASKS
   THEN SYNTHESIZED FINDINGS INTO A PRESENTATION


VERDICT
•    LOW COST
•    LEARNED INTERESTING FINDINGS
•    HARD TO REALLY CONVEY USER BEHAVIOR TO REST OF TEAM
•    WE DID NOT MAKE INTO ONGOING ROUTINE
~ SECOND ITERATION ~
PROPOSALS FROM OUTSIDE FIRMS
LOOKED AT FORMAL USABILITY TESTS
•    RECEIVED PROPOSALS FROM SEVERAL USABILITY TESTING FIRMS
•    $32K - $53K FOR 2 DAYS (16 TESTS)
•    INVOLVED USE OF TESTING FACILITY
•    PROPOSED DELIVERABLE WAS A REPORT/RECOMMENDATION


VERDICT
•  HELD OFF
~ THIRD ITERATION ~
ACCIDENTALLY DISCOVERED LEAN USABILITY
“I’LL LET YOU INTO THE BETA PROGRAM IF YOU
AGREE TO LET MY TEAM WATCH YOU SET IT UP”
 ‐
CHANCE
CONVERSATION
THAT
SET
FOUNDATION
FOR
CURRENT
PROGRAM

Projected
user’s
screen
onto
wall





                   devel




                                           computer

                   oper

                                                       user


CONFERENCE
ROOM

   AT
MEETUP
                   Table

 HEADQUARTERS

                                                   devel
                                                   oper

                   mode
                   rator


                                           devel
                                           oper

“THAT WAS HUMBLING”
   - A DEVELOPER AFTER THE SESSION
SHIFTED THE CONVERSATION FROM HOW I
 WOULD USE THE WEBSITE TO HOW THIS
       USER USES THE WEBSITE
ACCIDENTAL EXPERIMENT
•  USER GOT TO JUMP TO FRONT OF LINE IN BETA PROGRAM IN RETURN
   FOR PARTICIPATION
•  HELD TEST IN CONFERENCE ROOM WITH PROJECT TEAM IN THE ROOM
•  PROJECTED USER’S SCREEN ON WALL
•  INFORMALLY MODERATED USER TO VERBALIZE THOUGHT PROCESS
•  TEAM DISCUSSION AFTER THE SESSION


VERDICT
•  LOW COST
•  USABILITY ISSUES WERE OBVIOUS TO ENTIRE TEAM
•  REALIZED THIS APPROACH COULD BE POWERFUL
~ FOUTH ITERATION ~
FIGURE OUT A REPLICABLE ROUTINE
HIRED SOMEONE TO TEACH US TO
         FISH BUT…

 FOCUSED ON MINIMUM VIABLE
 SOLUTION & STRIPPED OUT AS
   MUCH COST AS POSSIBLE
HELD SESSION AT MEETUP’S
CONFERENCE ROOM AND HAD TEAM
    SIT BEHIND THE TESTER
Projected
user’s
screen
onto
wall


                                                                devel
                                                                oper


                                                                devel
                                                                oper





                                           computer

                                                                devel
                                                       user
    oper

CONFERENCE
ROOM

                                                                devel
   AT
MEETUP
                   Table
                 mode     oper

 HEADQUARTERS

                                                       rator

                                                                devel
                                                                oper


                                                                devel
                                                                oper


                                                                devel
                                                                oper

FREAKED OUT TESTERS, BUT
  WORKED WELL ENOUGH
~ FIFTH ITERATION ~
COMMITTED TO USABILITY TESTING
      & MADE IT ROUTINE
•  CTO MANDATED THAT ALL USER-FACING PRODUCT BE TESTED
   AS PART OF DEVELOPMENT PROCESS
•  PURCHASED SOFTWARE TO HELP SHARE/RECORD SESSIONS
•  TEAMS VIEWED ALL SESSIONS LIVE
•  IMMEDIATELY FOLLOWED UP WITH A DISCUSSION
•  NO REPORTS
•  DID OUR OWN RECRUITING OUT OF THE COMMUNITY TO TEST
   MEMBER EXPERIENCE
•  USED OUTSIDE RECRUITERS TO TEST EXPERIENCE FOR
   PEOPLE UNFAMILIAR WITH MEETUP
PURCHASED SOFTWARE TO HELP
•  USE MORAE ($1500)
•  PC BASED
•  ALLOWED US TO BROADCAST PICTURE
   IN PICTURE
•  ALLOWED FOR SESSIONS TO BE
   RECORDED AND LIVE BROADCASTED
   TO OTHER ROOM
•  ALLOWED US TO MAKE HIGHLIGHT
   VIDEOS
•  LOTS OF FUNCTIONALITY (BUT WE
   ONLY USE A FRACTION OF IT)
Projected
user’s
screen
on
wall
                     DESK

                                                                 computer


                                                       MOD
       USER




  deve
  loper
                              deve
                                      loper



deve                Table
                 deve     SMALL
CONFERENCE

loper
                                     loper
        ROOM




    deve
                                  deve
    loper

                                  loper




     MAIN
CONFERENCE

          ROOM

~ 6TH THRU NTH ITERATIONS ~
KEEP EXPERIMENTING WITH RECRUITING,
       MODERATING, & SHARING
EXPERIMENT WITH COMMANDO TESTING
•  TAKE A LAPTOP WITH SILVERBACK SOFTWARE TO A COFFEE SHOP
•  GET PERMISSION FROM THE MANAGER
•  OFFER FANCY CUP OF COFFEE FOR A TEN MINUTE TEST


VERDICT
•  CHEAP
•  DO NOT NEED TO PLAN AHEAD
•  FEEL LIKE A BAD ASS
       …UNTIL YOU GET TO THE COFFEE SHOP
•  WASTE A LOT OF TIME WRANGLING PEOPLE
EXPERIMENT WITH SILVERBACK SOFTWARE
•    $50 (FREE 30-DAY TRIAL)
•    MAC ONLY
•    LIGHTWEIGHT
•    EDIT VIDEO USING IMOVIE
•    WE CURRENTLY USE IT FOR COMMANDO
     TESTING IN THE FIELD AND IPHONE TESTING


VERDICT
•  HIGHLY RECOMMEND AS A STARTING POINT,
   BUT ONLY TESTS ON MAC OS
OTHER EXPERIMENTS
•  LOW COST RECRUITING
   (FROM THE BUILDING)

•  SCREENCASTING WITH CHAT
   (USING DIMDIM)

•  TIVO-IZING / TIME SHIFTING
   TESTS TO SAVE DEVELOPER’S
   TIME
TIPS FOR DOING YOUR OWN LEAN USABILITY
9 LEAN USABILITY PRINCIPLES
•  LEARN TO LOVE ERROR
•  LOOK FOR BOULDERS IN THE ROAD
•  SUBSTITUTE FREQUENCY FOR PRECISION
•  STRIP OUT COSTS WHEREVER POSSIBLE
•  THINK MINIMUM VIABLE PRODUCT PROCESS
•  IN RECRUITING, BE PREPARED TO TRADE MONEY FOR TIME
•  BASIC MODERATION TECHNIQUES CAN GO A LONG WAY
•  EXPOSE TEAM TO USERS
•  TAKE NOTES & HAVE DISCUSSIONS (DON’T WRITE REPORTS)
Recruiting
                    DO                                         DON’T
1.    Practice with your friends and family   1.    Rely on the kindness of friends to
2.    Have 1 person own usability testing           volunteer every time you need testing
      for the company                         2.    Use the same tester(s) for different
3.    Create a screener listing minimum             iterations of the same project
      user requirements – completed over      3.    Explain too much about the purpose
      phone or online (guidelines available         of the test when recruiting
      online)                                 4.    Bother the participant with too many
4.    Consider using a vetted recruiter if          calls or emails
      you can afford it or for specialized    5.    Be afraid to turn them down if they
      audiences                                     seem “weird”
5.    Allow a week to schedule in-house       6.    Forget to thank them! (They may
      sessions                                      become evangelists)
6.    Follow up with testers the day before
7.    Offer incentive
Moderating
                 DO                                    DON’T
1.  Practice the test ahead of time      1.  Start the test before they sign a
    and write down questions                 consent/release form (example
2.  Create a scenario to test an             available online)
    experience, not just a feature       2.  Forget to remind participant that
3.  Be aware of your assumptions             you are testing the product, not
    beforehand as not to project them        the participant
    on the participant
                                         3.  Answer their questions or explain
4.  Spend a few minutes getting to
    know the participant                     things about the project to help
5.  Ask general, open-ended                  them along
    questions first and then probe for   4.  Use terms from your website or
    details                                  industry jargon when asking
6.  Let participant explain things in        questions
    their own words and avoid            5.  Accept just “yes” or “no” for an
    correcting them                          answer
A few great moderating questions
When first looking at project
•  What are you looking at here?
•  What can you do?

As test progresses
•  Show me how you would ____________
•  What do you expect will happen when you _____?

Wrapping up
•  What did you find confusing?
•  How would you describe what you did here today?
•  What, if anything you saw today, could you imagine using at home? How?
Sharing
              DO                              DON’T

1.  Record the sessions           1.  Assume everyone saw the
2.  Take notes for immediate          same things you did in a
                                      test
    discussion afterward
                                  2.  Interpret user reactions if
3.  Debrief with project teams        you don’t have the data to
    the same day                      support it
4.  Provide notes and video for   3.  React too strongly to any
    those who could not be            single test
    there                         4.  Just cherry-pick your pet
5.  Protect the privacy and           issues that might have come
    dignity of the participant        up
Testing day checklist (office test)
1.   Set up item to be tested
2.   Start recording and sharing processes
3.   Greet participant and bring them to the private testing room
4.   Collect release form, explain test and build rapport
5.   Conduct the test, reminding them to think out loud and try to do things as
     if they were using their own computer at home (or work)
6.  Have a channel of communication between tester and remote observers
     (chat or text messaging) for emerging questions
7.  If testing multiple projects/scenarios, introduce each one separately, one
     after the other
8.  Reserve time at the end to answer questions and explain your product, if
     they ask
9.  Thank the participants and provide incentive
10.  Stop recording and sharing processes
11.  Meet with team to discuss what you saw
12.  Adjust test if necessary for next session
Do it!
•  Anyone can run a usability test with the right
   preparation and attitude
•  There is lots of advice available online
•  Learn from mistakes and evolve your methods
•  Ask people who have done it before to help you
   out
•  Team up & test each other

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Lean Usability

  • 1. LEAN USABIILTY @ PRESENTED AT NYC LEAN STARTUP MEETUP FEB 9, 2010 ANDRES GLUSMAN @glusman ANNA DEYOUNG
  • 2. OVERVIEW OF USABILITY TESTING AT MEETUP
  • 3. 340 TESTS IN LAST 18 MONTHS TEST 2-3 DAYS A WEEK EVERYTHING USER-FACING GETS TESTED ON PACE TO DO 400+ SESSIONS THIS YEAR SUPPORTING 6-8 PROJECT TEAMS WILL COST ABOUT AS MUCH AS DOING 4 OUTSOURCED USABILITY PROJECTS
  • 5. PRODUCT DEVELOPMENT IS AN ART THAT INVOLVES MANY PEOPLE & SUFFERS FROM THE MALKOVICH BIAS
  • 6. MALKOVICH BIAS THE TENDENCY TO BELIEVE THAT EVERYONE USES THE WEB LIKE YOU DO
  • 7. WATCHING PEOPLE USE THE STUFF YOU BUILD IS THE BEST WAY TO CONFRONT THE MALKOVICH BIAS
  • 8. HOW WE GOT HERE….
  • 9. ~ FIRST ITERATION ~ DIY TESTING
  • 10.
  • 11. DIY EXPERIMENT •  RECRUITED OFF OF CRAIGSLIST •  1 PRODUCT PERSON ENGAGED USERS IN A FEW DIRECTED TASKS THEN SYNTHESIZED FINDINGS INTO A PRESENTATION VERDICT •  LOW COST •  LEARNED INTERESTING FINDINGS •  HARD TO REALLY CONVEY USER BEHAVIOR TO REST OF TEAM •  WE DID NOT MAKE INTO ONGOING ROUTINE
  • 12. ~ SECOND ITERATION ~ PROPOSALS FROM OUTSIDE FIRMS
  • 13. LOOKED AT FORMAL USABILITY TESTS •  RECEIVED PROPOSALS FROM SEVERAL USABILITY TESTING FIRMS •  $32K - $53K FOR 2 DAYS (16 TESTS) •  INVOLVED USE OF TESTING FACILITY •  PROPOSED DELIVERABLE WAS A REPORT/RECOMMENDATION VERDICT •  HELD OFF
  • 14. ~ THIRD ITERATION ~ ACCIDENTALLY DISCOVERED LEAN USABILITY
  • 15. “I’LL LET YOU INTO THE BETA PROGRAM IF YOU AGREE TO LET MY TEAM WATCH YOU SET IT UP” ‐
CHANCE
CONVERSATION
THAT
SET
FOUNDATION
FOR
CURRENT
PROGRAM

  • 16. Projected
user’s
screen
onto
wall
 devel computer
 oper
 user
 CONFERENCE
ROOM
 AT
MEETUP
 Table
 HEADQUARTERS
 devel oper
 mode rator
 devel oper

  • 17. “THAT WAS HUMBLING” - A DEVELOPER AFTER THE SESSION
  • 18. SHIFTED THE CONVERSATION FROM HOW I WOULD USE THE WEBSITE TO HOW THIS USER USES THE WEBSITE
  • 19. ACCIDENTAL EXPERIMENT •  USER GOT TO JUMP TO FRONT OF LINE IN BETA PROGRAM IN RETURN FOR PARTICIPATION •  HELD TEST IN CONFERENCE ROOM WITH PROJECT TEAM IN THE ROOM •  PROJECTED USER’S SCREEN ON WALL •  INFORMALLY MODERATED USER TO VERBALIZE THOUGHT PROCESS •  TEAM DISCUSSION AFTER THE SESSION VERDICT •  LOW COST •  USABILITY ISSUES WERE OBVIOUS TO ENTIRE TEAM •  REALIZED THIS APPROACH COULD BE POWERFUL
  • 20. ~ FOUTH ITERATION ~ FIGURE OUT A REPLICABLE ROUTINE
  • 21. HIRED SOMEONE TO TEACH US TO FISH BUT… FOCUSED ON MINIMUM VIABLE SOLUTION & STRIPPED OUT AS MUCH COST AS POSSIBLE
  • 22. HELD SESSION AT MEETUP’S CONFERENCE ROOM AND HAD TEAM SIT BEHIND THE TESTER
  • 23. Projected
user’s
screen
onto
wall
 devel oper
 devel oper
 computer
 devel user
 oper
 CONFERENCE
ROOM
 devel AT
MEETUP
 Table
 mode oper
 HEADQUARTERS
 rator
 devel oper
 devel oper
 devel oper

  • 24. FREAKED OUT TESTERS, BUT WORKED WELL ENOUGH
  • 25. ~ FIFTH ITERATION ~ COMMITTED TO USABILITY TESTING & MADE IT ROUTINE
  • 26. •  CTO MANDATED THAT ALL USER-FACING PRODUCT BE TESTED AS PART OF DEVELOPMENT PROCESS •  PURCHASED SOFTWARE TO HELP SHARE/RECORD SESSIONS •  TEAMS VIEWED ALL SESSIONS LIVE •  IMMEDIATELY FOLLOWED UP WITH A DISCUSSION •  NO REPORTS •  DID OUR OWN RECRUITING OUT OF THE COMMUNITY TO TEST MEMBER EXPERIENCE •  USED OUTSIDE RECRUITERS TO TEST EXPERIENCE FOR PEOPLE UNFAMILIAR WITH MEETUP
  • 27. PURCHASED SOFTWARE TO HELP •  USE MORAE ($1500) •  PC BASED •  ALLOWED US TO BROADCAST PICTURE IN PICTURE •  ALLOWED FOR SESSIONS TO BE RECORDED AND LIVE BROADCASTED TO OTHER ROOM •  ALLOWED US TO MAKE HIGHLIGHT VIDEOS •  LOTS OF FUNCTIONALITY (BUT WE ONLY USE A FRACTION OF IT)
  • 28. Projected
user’s
screen
on
wall
 DESK
 computer
 MOD
 USER
 deve loper
 deve loper
 deve Table
 deve SMALL
CONFERENCE
 loper
 loper
 ROOM
 deve deve loper
 loper
 MAIN
CONFERENCE
 ROOM

  • 29. ~ 6TH THRU NTH ITERATIONS ~ KEEP EXPERIMENTING WITH RECRUITING, MODERATING, & SHARING
  • 30. EXPERIMENT WITH COMMANDO TESTING •  TAKE A LAPTOP WITH SILVERBACK SOFTWARE TO A COFFEE SHOP •  GET PERMISSION FROM THE MANAGER •  OFFER FANCY CUP OF COFFEE FOR A TEN MINUTE TEST VERDICT •  CHEAP •  DO NOT NEED TO PLAN AHEAD •  FEEL LIKE A BAD ASS …UNTIL YOU GET TO THE COFFEE SHOP •  WASTE A LOT OF TIME WRANGLING PEOPLE
  • 31. EXPERIMENT WITH SILVERBACK SOFTWARE •  $50 (FREE 30-DAY TRIAL) •  MAC ONLY •  LIGHTWEIGHT •  EDIT VIDEO USING IMOVIE •  WE CURRENTLY USE IT FOR COMMANDO TESTING IN THE FIELD AND IPHONE TESTING VERDICT •  HIGHLY RECOMMEND AS A STARTING POINT, BUT ONLY TESTS ON MAC OS
  • 32. OTHER EXPERIMENTS •  LOW COST RECRUITING (FROM THE BUILDING) •  SCREENCASTING WITH CHAT (USING DIMDIM) •  TIVO-IZING / TIME SHIFTING TESTS TO SAVE DEVELOPER’S TIME
  • 33. TIPS FOR DOING YOUR OWN LEAN USABILITY
  • 34. 9 LEAN USABILITY PRINCIPLES •  LEARN TO LOVE ERROR •  LOOK FOR BOULDERS IN THE ROAD •  SUBSTITUTE FREQUENCY FOR PRECISION •  STRIP OUT COSTS WHEREVER POSSIBLE •  THINK MINIMUM VIABLE PRODUCT PROCESS •  IN RECRUITING, BE PREPARED TO TRADE MONEY FOR TIME •  BASIC MODERATION TECHNIQUES CAN GO A LONG WAY •  EXPOSE TEAM TO USERS •  TAKE NOTES & HAVE DISCUSSIONS (DON’T WRITE REPORTS)
  • 35. Recruiting DO DON’T 1.  Practice with your friends and family 1.  Rely on the kindness of friends to 2.  Have 1 person own usability testing volunteer every time you need testing for the company 2.  Use the same tester(s) for different 3.  Create a screener listing minimum iterations of the same project user requirements – completed over 3.  Explain too much about the purpose phone or online (guidelines available of the test when recruiting online) 4.  Bother the participant with too many 4.  Consider using a vetted recruiter if calls or emails you can afford it or for specialized 5.  Be afraid to turn them down if they audiences seem “weird” 5.  Allow a week to schedule in-house 6.  Forget to thank them! (They may sessions become evangelists) 6.  Follow up with testers the day before 7.  Offer incentive
  • 36. Moderating DO DON’T 1.  Practice the test ahead of time 1.  Start the test before they sign a and write down questions consent/release form (example 2.  Create a scenario to test an available online) experience, not just a feature 2.  Forget to remind participant that 3.  Be aware of your assumptions you are testing the product, not beforehand as not to project them the participant on the participant 3.  Answer their questions or explain 4.  Spend a few minutes getting to know the participant things about the project to help 5.  Ask general, open-ended them along questions first and then probe for 4.  Use terms from your website or details industry jargon when asking 6.  Let participant explain things in questions their own words and avoid 5.  Accept just “yes” or “no” for an correcting them answer
  • 37. A few great moderating questions When first looking at project •  What are you looking at here? •  What can you do? As test progresses •  Show me how you would ____________ •  What do you expect will happen when you _____? Wrapping up •  What did you find confusing? •  How would you describe what you did here today? •  What, if anything you saw today, could you imagine using at home? How?
  • 38. Sharing DO DON’T 1.  Record the sessions 1.  Assume everyone saw the 2.  Take notes for immediate same things you did in a test discussion afterward 2.  Interpret user reactions if 3.  Debrief with project teams you don’t have the data to the same day support it 4.  Provide notes and video for 3.  React too strongly to any those who could not be single test there 4.  Just cherry-pick your pet 5.  Protect the privacy and issues that might have come dignity of the participant up
  • 39. Testing day checklist (office test) 1.  Set up item to be tested 2.  Start recording and sharing processes 3.  Greet participant and bring them to the private testing room 4.  Collect release form, explain test and build rapport 5.  Conduct the test, reminding them to think out loud and try to do things as if they were using their own computer at home (or work) 6.  Have a channel of communication between tester and remote observers (chat or text messaging) for emerging questions 7.  If testing multiple projects/scenarios, introduce each one separately, one after the other 8.  Reserve time at the end to answer questions and explain your product, if they ask 9.  Thank the participants and provide incentive 10.  Stop recording and sharing processes 11.  Meet with team to discuss what you saw 12.  Adjust test if necessary for next session
  • 40. Do it! •  Anyone can run a usability test with the right preparation and attitude •  There is lots of advice available online •  Learn from mistakes and evolve your methods •  Ask people who have done it before to help you out •  Team up & test each other