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The benefits of “Do It
Yourself” Usability Testing

  By Jonathan Rubin
  First Fridays Program Manager
  General Services Administration
Let me tell you a story




                          2
Hanging chads




                3
inspections




              4
butteflu




           5
Why did problems occur?

They didn’t listen to customer’s
wants, needs and expectations.
TAKEWAY MESSAGE: Testing
with customers gets you
valuable feedback (duh)!
In this hour…

1. What is usability
2. Why you need usability
3. Idea: Do your own testing!



                                7
1. What is usability?
Usability =


How people interact with a
product, system or service,
and how they expect it to
work.
Usability ≠ Quality Control




                              10
Good products are usable




                           11
What is it? How do you use it?




                                 12
What is it? How do you use it?




                                 13
Don’t feel stupid!




                     14
4 Steps to Working with Users
1. Observe users (customers) using your
 product
2. (Re)design with users in mind
3. Get a usable product
4. Repeat
• Education
• Demonstration Tests
• Awareness
We’ve helped these folks
•   DOT         •   State
•   Interior    •   FCC
•   IRS         •   USAJobs
•   U.S. Army   •   Census
•   NASA        •   NSF
•   Labor       •   NIH
•   OMB         •   And 35
•   GSA             others
                               17
Free @ Howto.gov/firstfridays
• Usability Testing Scripts
• Email Templates
• Best Practices
• Final Report Examples
• Project Management
• Before and After Screenshots
• Videos
• Etc.
2. Why you need usability
Top 5 Government Usability
            Problems
• Too many words
Top 5 Government Usability
            Problems
• Too many words
• Gov speak / jargon
Top 5 Government Usability
            Problems
• Too many words
• Gov speak / jargon
• Top tasks hard to find
Top 5 Government Usability
              Problems
•   Too many words
•   Gov speak / jargon
•   Top tasks hard to find
•   Ineffective navigation
Top 5 Government Usability
              Problems
•   Too many words
•   Gov speak / jargon
•   Top tasks hard to find
•   Ineffective navigation
•   Ineffective search results
Example 2: GSA Intranet
?
Before   After




                   27
                 02/01/13
Usability’s Return on Investment (ROI)
• Reduced developer time
Usability’s Return on Investment (ROI)
• Reduced developer time
• Reduced training time
Usability’s Return on Investment (ROI)
• Reduced developer time
• Reduced training time
• Reduced help desk calls / emails
Usability’s Return on Investment (ROI)
•   Reduced developer time
•   Reduced training time
•   Reduced help desk calls / emails
•   Higher task completion rate
Usability’s Return on Investment (ROI)
•   Reduced developer time
•   Reduced training time
•   Reduced help desk calls / emails
•   Higher task completion rate
•   PR boost
Know your users,
for you are not them
        - Usability Yoda
3. Idea: Do your own testing!
Must read: ‘Rocket Surgery Made Easy’


                  • Commit to monthly
                  product testing
                  • Same time each month
                  • More observers +
                  more testing = more
                  buy-in

                                     38
Needed for “discount” usability testing

                   • Executive champion!
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month




          Needed for UT
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
                   • Food ($10/person)
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
                   • Food ($10/person)
                   • Incentives ($0- $80)
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
                   • Food ($10/person)
                   • Incentives ($0- $80)
                   • Training (FF)
How many people do I need?




                        48
Spending on usability


When usability is present, 10% of
development budget spent on
usability
- Usability Return on Investment (2008, Nielsen Norman
Group Report)


                                                         49
Staffing options (all are good)
1. Usability Contractor ($17,000 per test)
2. Dedicated Usability Staff ($60,000+)
3. Get training and do it yourself (Free)




                                             50
Matrixed Approach to Staffing

               • Part-time volunteers!
               • Borrow from other
               departments
               • You are “providing skill
               building opportunities”
               • Flexible needs: 1 -20
               hours a month


                                      51
Types of First Fridays Tests
• 1. Formal, talk-aloud tests
Stakeholder
                 Meeting



Follow-up                      Develop
Meeting                       Scenarios



            Formal Testing
               Process
                               Recruit
Write
                             Participants
Report
                             + Observers


                Conduct
                 Test
It takes two (rooms) to test




Observation Room   Testing Room
Formal Testing Schedule
•   8:20 – 8:30     Welcome
•   8:30 - 9:30     Tester #1
•   9:30 – 10:30    Tester #2
•   10:30 – 11:30   Tester #3
•   11:30 – Noon    Lunch
•   Noon – 1:30     Debrief / Critique



                                         55
Absolute Minimum       T = Tester,
                       F = Facilitator
 Usability Staffing



                                   T

                                   F



                      Testing Room
Minimum First       O = Observer
                    F = Facilitator
Fridays Staffing    M = Room Manager


   O    O    O

                                 T

                                 F
   O    O    M


 Observation Room     Testing Room
Better         O = Observer        G = Greeter
                F = Facilitator     DG = Data Gatherer
 Staffing       M = Room Manager    BU = Back up



       O    O      F
BU

BU                                             T

BU                                             F
       DG   O      M


     Observation Room     G        Testing Room
Types of First Fridays Tests
1. Formal, talk-aloud tests
2. Hallway Tests
2. Hallway Test
Types of First Fridays Tests
1. Formal, talk-aloud tests
2. Hallway Tests
3. Navigation Improvement / Card sort
3. Navigation Improvement
Types of First Fridays Tests
1.   Formal, talk-aloud tests
2.   Hallway Tests
3.   Navigation Improvement / Card sort
4.   Quick Win Evaluation (Heuristics Analysis)
4. Quick Win Evaluation (Heuristics)

• Not for newbies
• Group or single person feedback
  – Checklist
  – Task run-through
• PRO: Fast! <1 week
• CON: No users



                                        64
Teach ‘em to fish
    Teach em to fish
Review: What you need to fish
              • Executive champion!
              • One morning a month
              • 1-2 rooms
              • Laptops
              • Screen sharing
              software
              • Volunteers
              • Food
              • Incentives for testers
              • Training (First Fridays!)
Free usability resources!




 Howto.gov/
          firstfridays
More info on First Fridays
           • Observe a test
More info on First Fridays
           • Observe a test
           • Recommend a website
More info on First Fridays
           • Observe a test
           • Recommend a website
           • Volunteer as a tester
           (remote or in person)
More info on First Fridays
           • Observe a test
           • Recommend a website
           • Volunteer as a tester
           (remote or in person)
           • Learn to fish
           (Facilitator in Training
           program)
Once a month
Thanks!

Jonathan.rubin@gsa.gov

 firstfridays@gsa.gov

Howto.gov/
         firstfridays

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The benefits of "Do It Yourself" Usability Testing

  • 1. The benefits of “Do It Yourself” Usability Testing By Jonathan Rubin First Fridays Program Manager General Services Administration
  • 2. Let me tell you a story 2
  • 6. Why did problems occur? They didn’t listen to customer’s wants, needs and expectations. TAKEWAY MESSAGE: Testing with customers gets you valuable feedback (duh)!
  • 7. In this hour… 1. What is usability 2. Why you need usability 3. Idea: Do your own testing! 7
  • 8. 1. What is usability?
  • 9. Usability = How people interact with a product, system or service, and how they expect it to work.
  • 10. Usability ≠ Quality Control 10
  • 11. Good products are usable 11
  • 12. What is it? How do you use it? 12
  • 13. What is it? How do you use it? 13
  • 15. 4 Steps to Working with Users 1. Observe users (customers) using your product 2. (Re)design with users in mind 3. Get a usable product 4. Repeat
  • 16. • Education • Demonstration Tests • Awareness
  • 17. We’ve helped these folks • DOT • State • Interior • FCC • IRS • USAJobs • U.S. Army • Census • NASA • NSF • Labor • NIH • OMB • And 35 • GSA others 17
  • 18. Free @ Howto.gov/firstfridays • Usability Testing Scripts • Email Templates • Best Practices • Final Report Examples • Project Management • Before and After Screenshots • Videos • Etc.
  • 19. 2. Why you need usability
  • 20. Top 5 Government Usability Problems • Too many words
  • 21. Top 5 Government Usability Problems • Too many words • Gov speak / jargon
  • 22. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find
  • 23. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find • Ineffective navigation
  • 24. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find • Ineffective navigation • Ineffective search results
  • 25. Example 2: GSA Intranet
  • 26. ?
  • 27. Before After 27 02/01/13
  • 28.
  • 29.
  • 30.
  • 31. Usability’s Return on Investment (ROI) • Reduced developer time
  • 32. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time
  • 33. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails
  • 34. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails • Higher task completion rate
  • 35. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails • Higher task completion rate • PR boost
  • 36. Know your users, for you are not them - Usability Yoda
  • 37. 3. Idea: Do your own testing!
  • 38. Must read: ‘Rocket Surgery Made Easy’ • Commit to monthly product testing • Same time each month • More observers + more testing = more buy-in 38
  • 39. Needed for “discount” usability testing • Executive champion!
  • 40. Needed for “discount” usability testing • Executive champion! • One morning a month Needed for UT
  • 41. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms
  • 42. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops
  • 43. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr)
  • 44. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers
  • 45. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers • Food ($10/person)
  • 46. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers • Food ($10/person) • Incentives ($0- $80)
  • 47. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers • Food ($10/person) • Incentives ($0- $80) • Training (FF)
  • 48. How many people do I need? 48
  • 49. Spending on usability When usability is present, 10% of development budget spent on usability - Usability Return on Investment (2008, Nielsen Norman Group Report) 49
  • 50. Staffing options (all are good) 1. Usability Contractor ($17,000 per test) 2. Dedicated Usability Staff ($60,000+) 3. Get training and do it yourself (Free) 50
  • 51. Matrixed Approach to Staffing • Part-time volunteers! • Borrow from other departments • You are “providing skill building opportunities” • Flexible needs: 1 -20 hours a month 51
  • 52. Types of First Fridays Tests • 1. Formal, talk-aloud tests
  • 53. Stakeholder Meeting Follow-up Develop Meeting Scenarios Formal Testing Process Recruit Write Participants Report + Observers Conduct Test
  • 54. It takes two (rooms) to test Observation Room Testing Room
  • 55. Formal Testing Schedule • 8:20 – 8:30 Welcome • 8:30 - 9:30 Tester #1 • 9:30 – 10:30 Tester #2 • 10:30 – 11:30 Tester #3 • 11:30 – Noon Lunch • Noon – 1:30 Debrief / Critique 55
  • 56. Absolute Minimum T = Tester, F = Facilitator Usability Staffing T F Testing Room
  • 57. Minimum First O = Observer F = Facilitator Fridays Staffing M = Room Manager O O O T F O O M Observation Room Testing Room
  • 58. Better O = Observer G = Greeter F = Facilitator DG = Data Gatherer Staffing M = Room Manager BU = Back up O O F BU BU T BU F DG O M Observation Room G Testing Room
  • 59. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests
  • 61. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests 3. Navigation Improvement / Card sort
  • 63. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests 3. Navigation Improvement / Card sort 4. Quick Win Evaluation (Heuristics Analysis)
  • 64. 4. Quick Win Evaluation (Heuristics) • Not for newbies • Group or single person feedback – Checklist – Task run-through • PRO: Fast! <1 week • CON: No users 64
  • 65. Teach ‘em to fish Teach em to fish
  • 66. Review: What you need to fish • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software • Volunteers • Food • Incentives for testers • Training (First Fridays!)
  • 67. Free usability resources! Howto.gov/ firstfridays
  • 68. More info on First Fridays • Observe a test
  • 69. More info on First Fridays • Observe a test • Recommend a website
  • 70. More info on First Fridays • Observe a test • Recommend a website • Volunteer as a tester (remote or in person)
  • 71. More info on First Fridays • Observe a test • Recommend a website • Volunteer as a tester (remote or in person) • Learn to fish (Facilitator in Training program)

Editor's Notes

  1. SLOWLY Morning I’m jon program manager from gsa first fridays usability program Slides will be avaialble - email me
  2. TALK SLOWLY ---- Here’s a story about bad usability. Who knows what these are? The Nov. 7 2000 United States presidential election in Florida. Florida, swing state, In Florida there was massive recount that involved the Supreme Court, No idea president for 1 month The reason? Two usability problems! This is ballot and people punch out holes next to who they are voting for, and machine reads it
  3. Problem #1: chads don’t fall out the machines – false readings. Machine’s jammed chads – no voting at all The machine wasn’t usable
  4. This is what dominated the news - it was CHAOS!!!!
  5. Usability problem #2 - butterfly ballot Voters unable to see which name goes with which slot – 2 nd name on the left was actually the 3 rd hole
  6. Working with users = Important piece of information overlooked constantly, especially in terms of websites
  7. How to get some usability momentum at your agency
  8. Lots of buzzwords
  9. Market research is what people say about your product, usability is how they actually USE IT
  10. Quality control is – it works – pages load, links work, etc/ Usability – people can find what they are looking for
  11. more recent example about design - august of 2012. What is this? How do you use this?
  12. Simple, right? Actually….
  13. You use it like this. Fan it put for more Do you feel stupid? you shouldn’t! bad design, or lack of training You have to test with users!!!
  14. Which brings us to
  15. GSA First fridays usability program. 3 goals – train and mentor in usability testing, fix problems for federal agencies, raise awareness We test federal gov websites, apllications, mobile sites and prototypes First Friday and 3 rd wed
  16. Here’s who we’ve helped – nearly 50 agencies
  17. We post templates, best practices, roles and responsbilities, checklists and much more on our website
  18. Example 2 GSA Intranet – InSite (click to zoom in) BEFORE: we had a left-hand accordion navigation. Topics were redundant and jargon-filled. Plus the accordion functionality hid the topics and most users didn’t understand how to work the accordion.
  19. AFTER watching the tests the web team removed the accordion navigation, replaced it with simplified static navigation Eliminated redundancy – Plain language links in parenthesis
  20. Such a thing of beauty. Stare it every night before I go to sleep
  21. Let’s talk about the only thing your boss cares about – ROI. Why bother, what’s the REAL, tangible benefit
  22. Less time coding = more time on other things. Create it righ the first time Less likely you need a costly overhaul, or a code-all-weekend crisis
  23. The more training someone needs, the more difficult it is to use. Good usability example - GSA rolled out a HR system called ALOHA – training but many people didn’t need it. Use it once, you’re good
  24. A huge one for sites that provide services They can’t find answer – they COULD look at the FAQ or look around, but instead they’ll call or email Recent survey: $12 per customer service call $5 per web chat, 10 cents or less for self-service
  25. Whatever people come to your site to do – find info, request something, order something They get through the entire process Obviously if they suuceed – that’s why you have a site in the first place
  26. Market yourself well. Bad usability sends message – we don’t care about our customers
  27. Usability = talking to users and finding out what they want. NOT what you think they want, especially if you’re a manager. Your field knoweldge and experience make it MORE difficult for you to understand a users needs You are in insider, not a user
  28. Jon, user testing sounds like a good idea, but we don’t have the time or money to do it.
  29. The bible of do it yourself testing If you have to buy one book this fall. Steve krug method A conference between two covers -met some at a usality metup - read book, did tet, thought shw was a genius
  30. You can add all sorts of tools, but what’s the bare minimum that you need?
  31. No special labs are required
  32. Morae or Gotomeeting / gotowebinar
  33. Staff size get into later, 3-5 volunteer testers to look at your product
  34. Training – rocket surgery is a start. classes
  35. How many people do you need?
  36. http://www.useit.com/alertbox/roi.html
  37. First Fridays approach to staffing – 1 full time employee, all others borrowed
  38. We teach these fast, effective testing methods
  39. Monthly test process - quick fixes, not huge redesigns
  40. Testing room - ask them to speak aloud what they would normally do if we weren’t there
  41. Tests people are watching live. Afternoon debrief collects usability problems seen by oservers that day Collect problems, prioritize, top 3 solutions that can be fixed in 30 days Leave with list of problems and top 3 issues and solutions.
  42. It is possible to do in 1 room – but limited Red = staff, white = volunteer Facilitator (must be trained)
  43. Facilitator (must be trained) Observation Room Manager (tech support)
  44. Facilitator (must be trained) Observation Room Manager (tech support)
  45. Hallway test – more users, informal, public space. Very successful – army.mil test http://www.youtube.com/watch?v=pC0ODg2MpuE
  46. Menu items and navigation on site – ask them to organize pages /topics into group to see how people think
  47. FF testing gives you more resources for your mission Makes sense for agencies to test (fish) for themselves And to realize the savings in customer support after the design has been improved.
  48. You can learn how to fish too….
  49. We post templates, best practices, roles and responsbilities, checklists and much more on our website
  50. Once a month, you can create culture change at your agency
  51. Questions?