Facilitating a     Christine M. Perfetti
                        UX Ideas
Usability Test   www.perfettimedia.com
Topics we’ll cover
  Test set-up
  3 roles of the test facilitator
  Steps for running a usability test
  Tips and tricks ...
Test set-up: lab
Test set-up: conference room
3 roles of a test facilitator
   Flight Attendant
     Responsible for safety and comfort of participants
   Sportscaster
...
Steps for running a test
  Pre-test briefing with   Conduct the test
  observers
                          Q&A with user at...
Pre-test briefing with observers
  One of the commonly missed steps in a usability test
    Prevents any surprises at the e...
Greet the user
  The facilitator’s role is to put the user at ease
    Introduce user to observers
    Answer any question...
What to say
  We’re evaluating the product, not you
  You’re helping the design team learn what’s not
  working
  You can ...
Pre-test interview
   Ask about:
     Relevant background information
     Domain or tool knowledge
     Experience with t...
Distribute paperwork
  Informed consent
  Pre-test questionnaires, if necessary
Complete tasks and scenarios
  Give users scenarios and tasks
    Tasks should focus on business and user goals
  Can be w...
Maximizing data gathered
  Observe user’s behavior and listen to responses
  Respond to silence or unclear vocalizations
 ...
Important questions
  Common questions
    Can you say more about that?
    What did you expect here?
    What are you thi...
When users are struggling
  Balance the need to gather information and comfort
  the user
    Move from general questions ...
Getting more specific
  What do you see here?
  What do you think you might do next?
  Do you see anything at the top of th...
Provide encouragement
  Answer users questions
  Ask how the session is going for the user
  Assess whether user needs a b...
General Q&A
  How’d that go?
  How realistic were the tasks?
  What are two things you liked about the product?
  What are...
Debrief observers
  Involve observers as much as possible
  Create a rolling list of observations on a whiteboard
  At the...
Thank you!
  Sign up for Perfetti Media’s newsletter at
  www.perfettimedia.com to get notified about the latest
  presenta...
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UX Ideas: Facilitating A Usability Test

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UX Ideas: Facilitating A Usability Test

  1. 1. Facilitating a Christine M. Perfetti UX Ideas Usability Test www.perfettimedia.com
  2. 2. Topics we’ll cover Test set-up 3 roles of the test facilitator Steps for running a usability test Tips and tricks for facilitating a usability test
  3. 3. Test set-up: lab
  4. 4. Test set-up: conference room
  5. 5. 3 roles of a test facilitator Flight Attendant Responsible for safety and comfort of participants Sportscaster Responsible for “play by play” during the session Scientist Responsible for test planning and reporting Source: Carolyn Snyder’s “Paper Prototyping”
  6. 6. Steps for running a test Pre-test briefing with Conduct the test observers Q&A with user at end of session Greeting user Review list of observations Interview user with observers Distribute paperwork
  7. 7. Pre-test briefing with observers One of the commonly missed steps in a usability test Prevents any surprises at the end of the session Sets the ground rules for observers Gives observers an opportunity to understand the scenarios and tasks Provides an overview of user’s background
  8. 8. Greet the user The facilitator’s role is to put the user at ease Introduce user to observers Answer any questions before starting the tasks
  9. 9. What to say We’re evaluating the product, not you You’re helping the design team learn what’s not working You can take a break or stop at any time during the session Problems are not you’re fault Think aloud as you go through the tasks
  10. 10. Pre-test interview Ask about: Relevant background information Domain or tool knowledge Experience with the product
  11. 11. Distribute paperwork Informed consent Pre-test questionnaires, if necessary
  12. 12. Complete tasks and scenarios Give users scenarios and tasks Tasks should focus on business and user goals Can be written instructions or read aloud by facilitator Check for user understanding Observe users’ behavior when interacting with the product
  13. 13. Maximizing data gathered Observe user’s behavior and listen to responses Respond to silence or unclear vocalizations Summarize actions Ask user to clarify, when necessary
  14. 14. Important questions Common questions Can you say more about that? What did you expect here? What are you thinking? What does this mean to you? What do you do next?
  15. 15. When users are struggling Balance the need to gather information and comfort the user Move from general questions to more specific questions Provide encouragement
  16. 16. Getting more specific What do you see here? What do you think you might do next? Do you see anything at the top of the screen that may help you? What do you think that link does? What about the link right here?
  17. 17. Provide encouragement Answer users questions Ask how the session is going for the user Assess whether user needs a break Be aware of how the user is feeling throughout the session
  18. 18. General Q&A How’d that go? How realistic were the tasks? What are two things you liked about the product? What are two things that can be improved with the product?
  19. 19. Debrief observers Involve observers as much as possible Create a rolling list of observations on a whiteboard At the end of each session, discuss the observations Discuss next steps
  20. 20. Thank you! Sign up for Perfetti Media’s newsletter at www.perfettimedia.com to get notified about the latest presentations Thank you to Chicken Wing Software for providing the infrastructure for UX Ideas: www.chickenwingsw.com

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