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Conducting heuristic assessments

  1. C o n d u c t in g A n As s e s s me nt Using Information Architecture Heuristics presented by: Ab b y C o ve rt @ b b y _T h e _I A A
  2. REMINDERS– The rules of heuristic use 1. Put on your user shoes: Forget where you work and what your job is. 2. Put on your user goggles: None of these principles matter without understanding the context of use and who your users are. 3. Say “I am not my user”: Never use heuristic review as a replacement for user research.
  3. The 10 Principles
  4. Activity Instructions Step 1: identify Tasks and Channels for evaluation Task Channel (Context) List 3 core tasks you expect List the channels that their path your audience to value over will put them into contact with others and in what context.
  5. Example: Task Channel (Context) Buying a pair of shoes and • Website (browsing) feeling comfortable about her • eCommerce (purchase) purchase. • Email (confirmation) • Mobile (checking email) • Social (bragging)
  6. Step 2: Prioritize Principles by context, group evaluation by principle Principle Context & Expectations Pre Test Score List each principle in Provide notes on the Assign a pre test order of importance tasks that make score against each based on the each principle principle coverage of the essential. Good range to use is grade outlined tasks and •A = Above average in current organizational List any expectations implementation priorities. you anticipate from •F = Not acceptable in current implementation users For details on the principles and guiding questions, visit:
  7. Example Principle Context & expectations for review Pre Test Score 1. Accessibility We need to be able to be used on B a mobile device yet we have never put any money towards that effort. 2. Clear Our offering is complex and we B- need to focus on clarity yet we also understand that we may not be where we need to be because of never agreeing on our offerings.
  8. Step 3: Group Findings by Priority <Principle> Finding Severity Impact if Fixed List each major finding in Critical: Affecting the Describe what would be as much detail as you ability to complete a task improved if this was feel you need to tell the fixed. Think not just story and capture the Medium: Affecting about users, but also severity. brand reputation or about organizational perception of experience efficiency Note: there will be overlap, so condense Low: Non-impacting after your analysis where issues that would be nice needed. to fix
  9. Example Accessibility Finding Severity Impact if Fixed Email template is not Medium: Affecting Users are not using mobile friendly and had brand reputation or email to its full several instances of perception of experience advantage today broken links when because of the lack of interacted on mobile mobile friendly style devices sheet. We expect a uptick in email click through rate if mobile optimized.
  10. Step 4: Revisit Measurement, Post Improvements Principle High Level Findings Pre Test Today List each principle in • Bullets level, hard hitting Old New order of importance highlights Score Score (as established in step 2)
  11. Example Principle High Level Findings Pre Test Today Accessibility • Email is a channel that we now B C understand is highly inaccessible via email
  12. Where to go next… • Use the negative findings as areas to probe in analytics and user testing • Complete the same methodology on your competitors and see where you score comparatively • Provide better input into the road-mapping process for future enhancements and improvements
  13. th a n k yo u • For listening • For caring • For making the internet a better place Twitter: @Abby_The_IA Email: Brought to you by: The company that enables me do awesome stuff like this for awesome people like you.