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Moderated Usability Tests
user experience design & strategy
Our 5-Step Process for Planning & Conducting
June UX specializes
in UX design &
usability testing.
We’ve conducted over
300 usability tests
on paper, prototypes,
websites & apps.
On average, we uncover 113 issues per
usab...
This is the 5-step
process we use to
plan & conduct
moderated usability
studies.
step 1
Discovery
First, we lay the
groundwork.
We learn about the
objectives of your
usability study…
What
you specifically
want to learn.
Who
you want to
test your site
or software.
We use this
information to
write a detailed
usability test plan.
step 2
Recruiting &
Scheduling
Next,
we find the
right people
for your study.
We believe the
recruiting process
makes or breaks
the quality of a
usability study.
We use a
rigorous approach
to find participants
who truly represent
your users.
And we weed out
those who aren’t a
good match.
We find
high-quality
participants using a
number of methods.
• Your email database
• Your website (via an
intercept tool)
• Your social media
accounts
• Research panel
We also use many
creative methods
to recruit
hard-to-find
participants.
step 3
Script
Development
Next,
we set up the test
in a way that
ensures we collect
good data.
A comprehensive
discussion guide
ensures each session
is conducted in a
consistent manner.
In a 60-minute session,
a test participant
might complete
2 to 7 tasks.
Or, we might create
tasks with the
participant rather than
give pre-defined tasks.
step 4
Facilitation
We can conduct a
usability study
anywhere…
…at a formal research
facility, a conference
room at your office, or
even the participant’s
kitchen table.
It’s showtime!
As an observer,
you will be able to
watch and listen to the
sessions in real-time.
We use a detailed
discussion guide to
facilitate sessions,
but a test can go in
any direction.
Some participants will
only complete one task.
Others will rush through
with time to spare.
We plan for that.
Once a task is
given to a participant,
we try to remain mute.
We find this gives
us better,
truer insights
into the user flow
& experience.
After each task,
we ask follow-up
questions & explore
trouble spots more
deeply.
At the end of each
session, your team will
have a chance to
submit additional
questions.
In between test
sessions, we lead
recap sessions
with you & your team.
Recap sessions are
critical to the success
of a usability study.
You will see things
no one else sees.
By the fifth test session,
the biggest usability
issues will be
absolutely clear…
But we recommend a
minimum of 8-10
sessions to uncover
the majority of
usability issues.
step 5
Analysis &
Findings
After the usability study,
we analyze the findings
& then present the
major themes to you.
We know presentation
decks will be shared
with teams who were
not involved in the
usability study.
Our usability reports
are designed to be
immediately
actionable
& shareable.
Learn more about our
usability testing process,
methodologies & most
common usability
findings at our blog.
Happy users online
equals a happy
bottomline.
Make happy users.
Kristine Remer
UX Consultant
JuneUX.com
763-257-6296
@kristineremer
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Our Usability Study Process

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If you’ve never requested a usability study bid before or you want to see how our process differs from others you have worked with in the past — this deck is for you. Here is the 5-step process June UX uses to plan and conduct moderated usability studies.

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Transcript of "Our Usability Study Process"

  1. 1. Moderated Usability Tests user experience design & strategy Our 5-Step Process for Planning & Conducting
  2. 2. June UX specializes in UX design & usability testing.
  3. 3. We’ve conducted over 300 usability tests on paper, prototypes, websites & apps. On average, we uncover 113 issues per usability study.
  4. 4. This is the 5-step process we use to plan & conduct moderated usability studies.
  5. 5. step 1 Discovery
  6. 6. First, we lay the groundwork.
  7. 7. We learn about the objectives of your usability study…
  8. 8. What you specifically want to learn.
  9. 9. Who you want to test your site or software.
  10. 10. We use this information to write a detailed usability test plan.
  11. 11. step 2 Recruiting & Scheduling
  12. 12. Next, we find the right people for your study.
  13. 13. We believe the recruiting process makes or breaks the quality of a usability study.
  14. 14. We use a rigorous approach to find participants who truly represent your users.
  15. 15. And we weed out those who aren’t a good match.
  16. 16. We find high-quality participants using a number of methods.
  17. 17. • Your email database • Your website (via an intercept tool) • Your social media accounts • Research panel
  18. 18. We also use many creative methods to recruit hard-to-find participants.
  19. 19. step 3 Script Development
  20. 20. Next, we set up the test in a way that ensures we collect good data.
  21. 21. A comprehensive discussion guide ensures each session is conducted in a consistent manner.
  22. 22. In a 60-minute session, a test participant might complete 2 to 7 tasks.
  23. 23. Or, we might create tasks with the participant rather than give pre-defined tasks.
  24. 24. step 4 Facilitation
  25. 25. We can conduct a usability study anywhere…
  26. 26. …at a formal research facility, a conference room at your office, or even the participant’s kitchen table.
  27. 27. It’s showtime!
  28. 28. As an observer, you will be able to watch and listen to the sessions in real-time.
  29. 29. We use a detailed discussion guide to facilitate sessions, but a test can go in any direction.
  30. 30. Some participants will only complete one task. Others will rush through with time to spare.
  31. 31. We plan for that.
  32. 32. Once a task is given to a participant, we try to remain mute.
  33. 33. We find this gives us better, truer insights into the user flow & experience.
  34. 34. After each task, we ask follow-up questions & explore trouble spots more deeply.
  35. 35. At the end of each session, your team will have a chance to submit additional questions.
  36. 36. In between test sessions, we lead recap sessions with you & your team.
  37. 37. Recap sessions are critical to the success of a usability study. You will see things no one else sees.
  38. 38. By the fifth test session, the biggest usability issues will be absolutely clear…
  39. 39. But we recommend a minimum of 8-10 sessions to uncover the majority of usability issues.
  40. 40. step 5 Analysis & Findings
  41. 41. After the usability study, we analyze the findings & then present the major themes to you.
  42. 42. We know presentation decks will be shared with teams who were not involved in the usability study.
  43. 43. Our usability reports are designed to be immediately actionable & shareable.
  44. 44. Learn more about our usability testing process, methodologies & most common usability findings at our blog.
  45. 45. Happy users online equals a happy bottomline.
  46. 46. Make happy users.
  47. 47. Kristine Remer UX Consultant JuneUX.com 763-257-6296 @kristineremer
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