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Design usability tests to make
data-driven design decisions
John McGloon
Teresa Washburn

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Things we’ll cover
•
•
•
•
•
•
•

Write better screeners by linking personas
Prioritize with task sampling and selection
Write a test script
Use various prototypes
Facilitate a test
Plan for observers
Incorporate additional methods (card sorts,
system usability scales)
• Summarize a usability test
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Step 1: Have a plan
• What are your goals?
• What does success look like?
– Meet with your stakeholders and define success

• Why should you define success with
stakeholders?
– Gets everyone on the same page
– When observing, everyone should be coming from
the same position
– After the test, there will be less chance of
miscommunication
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
What are personas?
• Personas are a guide to help the team keep
the user top of mind
• Audience and purpose
• Make generalizations!

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Persona map

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Link personas to your screener!
• Write screener questions that only Taylor
Biggs could answer
• Watch out for Taylor imposters
• Constructing the right screener will get you
the right participant
• Make better design decisions based on the
right set of participants

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Prioritize with task sampling and
selection
• How do you decide what to have the
participant do?
– What are your goals?

• Complete a task analysis
Goal

Task

Task

Subtask

Task

Subtask
© 2013 Teresa Washburn and John
© 2013 Teresa Washburn and John McGloon McGloon
Task analysis: Checkout
2.0
Scan
products
(repeat for
ea. Item)

2.1
Locate
barcode on
product

2.1.1
No
barcode
located

2.2
Place
Barcode in
infrared
beam

2.3
Rotate until
price
registers
(“beep”)

2.4
Verify
scanned
price
=expected
price)

2.3.1
Price does
not register

2.4.1
Price is not
correct
Go to 2.6
(FAIL)

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Write the Test Script
• Script everything – even your greeting.
Consistency is key!
• Start with your goals
• Consider how learnable your task is
– Switch the order of tasks

• What are you trying to observe?
– Be careful not to help them if they get stuck

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Use various prototypes
• Prototyping: keep it simple
• Don’t have enough budget? Consider paper
prototyping.

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Facilitate a test
• Facilitating is an art
• Professionals learn as an apprentices with little
formal practice
• The importance of “Think aloud”
• Dumas’ and Loring’s (10) Golden Rules:
– Participants are the experts; you are in charge.
– Let the participants speak!
– Be unbiased.

• Moderator role: all logistics, pacing, interaction
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Plan for observers
Pros

Cons

See the usability items under
consideration
Always surprised by what they see

Can be distracting

May build confidence in UX

May latch on to single observation

Can make participants feel
uncomfortable

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Incorporate additional methods (card
sorts, system usability scales)
• Card sorts
• System Usability scales
• Product reaction cards

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
© 2013 Teresa Washburn and John McGloon

Card sorts
Card sorts

© 2013 Teresa Washburn and John McGloon
Card sorts: results

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
System Usability Scale

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
System Usability Scale results
Aggregate usability score:

81

19

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Product reaction cards
Accessible

Desirable

Gets in the way

Patronizing

Stressful

Appealing

Easy to use

Hard to use

Personal

Time-consuming

Attractive

Efficient

High quality

Predictable

Time-saving

Busy

Empowering

Inconsistent

Relevant

Too technical

Collaborative

Exciting

Intimidating

Reliable

Trustworthy

Complex

Familiar

Inviting

Rigid

Uncontrollable

Comprehensive

Fast

Motivating

Simplistic

Unconventional

Confusing

Flexible

Not valuable

Slow

Unpredictable

Connected

Fresh

Organized

Sophisticated

Usable

Consistent

Frustrating

Overbearing

Stimulating

Useful

Customizable

Fun

Overwhelming

Straight Forward

Valuable

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Product reaction cards: results

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Product reaction cards: results

© 2013 Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon
Summarize a usability test:
sample outline
1. Overview or executive summary
2. Goals
3. Methodology
4. Participant Profile
5. Tasks
6. Findings / Recommendations
7. Appendix
(And the “question” of highlights.)
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Summarize a usability test
• Audience and purpose
• Budget and timing
• Organizing
– By severity
– By category
– Content
– By action required

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Overview Screen: Usability Issues
Update Numbers
Some participants were
unsure what the update
numbers referred to.
One thought they
represented summary
info of the maintenance
alerts below. Others
thought they referred to
the number of devices
in each of those states.
Severity
3 - Moderate

25

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Questions about anything we’ve
covered:
•
•
•
•

•
•
•
•

Write better screeners by linking personas
Prioritize with task sampling and selection
Write a test script
Use various prototypes (no prototyping will be
done, but examples will be provided)
Facilitate a test
Plan for observers
Incorporate additional methods (card sorts,
system usability scales)
Summarize a usability test
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Further reading
• Moderating Usability Tests: Principles and
Practices for Interacting (Interactive
Technologies) by Joseph Dumas and Beth
Loring.
• User and Task Analysis for Interface Design by
JoAnn Hackos, and Janice Redish.
• A Practical Guide to Usability Testing by
Joseph Dumas and Janice Redish.
© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon
Interested to learn more?
If you would like more information about
usability testing, the user experience field, or
how technical communication fits with those,
feel free to provide your contact information
and we’ll be in touch.
Thank you!

© 2013 Teresa John McGloon
© 2013 Teresa Washburn andWashburn and John McGloon

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Design usability tests to make data-driven design decisions by John McGloon

  • 1. Design usability tests to make data-driven design decisions John McGloon Teresa Washburn © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 2. Things we’ll cover • • • • • • • Write better screeners by linking personas Prioritize with task sampling and selection Write a test script Use various prototypes Facilitate a test Plan for observers Incorporate additional methods (card sorts, system usability scales) • Summarize a usability test © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 3. Step 1: Have a plan • What are your goals? • What does success look like? – Meet with your stakeholders and define success • Why should you define success with stakeholders? – Gets everyone on the same page – When observing, everyone should be coming from the same position – After the test, there will be less chance of miscommunication © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 4. What are personas? • Personas are a guide to help the team keep the user top of mind • Audience and purpose • Make generalizations! © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 5. © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 6. Persona map © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 7. Link personas to your screener! • Write screener questions that only Taylor Biggs could answer • Watch out for Taylor imposters • Constructing the right screener will get you the right participant • Make better design decisions based on the right set of participants © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 8. © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 9. Prioritize with task sampling and selection • How do you decide what to have the participant do? – What are your goals? • Complete a task analysis Goal Task Task Subtask Task Subtask © 2013 Teresa Washburn and John © 2013 Teresa Washburn and John McGloon McGloon
  • 10. Task analysis: Checkout 2.0 Scan products (repeat for ea. Item) 2.1 Locate barcode on product 2.1.1 No barcode located 2.2 Place Barcode in infrared beam 2.3 Rotate until price registers (“beep”) 2.4 Verify scanned price =expected price) 2.3.1 Price does not register 2.4.1 Price is not correct Go to 2.6 (FAIL) © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 11. Write the Test Script • Script everything – even your greeting. Consistency is key! • Start with your goals • Consider how learnable your task is – Switch the order of tasks • What are you trying to observe? – Be careful not to help them if they get stuck © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 12. Use various prototypes • Prototyping: keep it simple • Don’t have enough budget? Consider paper prototyping. © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 13. Facilitate a test • Facilitating is an art • Professionals learn as an apprentices with little formal practice • The importance of “Think aloud” • Dumas’ and Loring’s (10) Golden Rules: – Participants are the experts; you are in charge. – Let the participants speak! – Be unbiased. • Moderator role: all logistics, pacing, interaction © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 14. Plan for observers Pros Cons See the usability items under consideration Always surprised by what they see Can be distracting May build confidence in UX May latch on to single observation Can make participants feel uncomfortable © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 15. Incorporate additional methods (card sorts, system usability scales) • Card sorts • System Usability scales • Product reaction cards © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 16. © 2013 Teresa Washburn and John McGloon Card sorts Card sorts © 2013 Teresa Washburn and John McGloon
  • 17. Card sorts: results © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 18. System Usability Scale © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 19. System Usability Scale results Aggregate usability score: 81 19 © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 20. Product reaction cards Accessible Desirable Gets in the way Patronizing Stressful Appealing Easy to use Hard to use Personal Time-consuming Attractive Efficient High quality Predictable Time-saving Busy Empowering Inconsistent Relevant Too technical Collaborative Exciting Intimidating Reliable Trustworthy Complex Familiar Inviting Rigid Uncontrollable Comprehensive Fast Motivating Simplistic Unconventional Confusing Flexible Not valuable Slow Unpredictable Connected Fresh Organized Sophisticated Usable Consistent Frustrating Overbearing Stimulating Useful Customizable Fun Overwhelming Straight Forward Valuable © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 21. Product reaction cards: results © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 22. Product reaction cards: results © 2013 Teresa Washburn and John McGloon © 2013 Teresa Washburn and John McGloon
  • 23. Summarize a usability test: sample outline 1. Overview or executive summary 2. Goals 3. Methodology 4. Participant Profile 5. Tasks 6. Findings / Recommendations 7. Appendix (And the “question” of highlights.) © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 24. Summarize a usability test • Audience and purpose • Budget and timing • Organizing – By severity – By category – Content – By action required © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 25. Overview Screen: Usability Issues Update Numbers Some participants were unsure what the update numbers referred to. One thought they represented summary info of the maintenance alerts below. Others thought they referred to the number of devices in each of those states. Severity 3 - Moderate 25 © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 26. Questions about anything we’ve covered: • • • • • • • • Write better screeners by linking personas Prioritize with task sampling and selection Write a test script Use various prototypes (no prototyping will be done, but examples will be provided) Facilitate a test Plan for observers Incorporate additional methods (card sorts, system usability scales) Summarize a usability test © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 27. Further reading • Moderating Usability Tests: Principles and Practices for Interacting (Interactive Technologies) by Joseph Dumas and Beth Loring. • User and Task Analysis for Interface Design by JoAnn Hackos, and Janice Redish. • A Practical Guide to Usability Testing by Joseph Dumas and Janice Redish. © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon
  • 28. Interested to learn more? If you would like more information about usability testing, the user experience field, or how technical communication fits with those, feel free to provide your contact information and we’ll be in touch. Thank you! © 2013 Teresa John McGloon © 2013 Teresa Washburn andWashburn and John McGloon

Editor's Notes

  1. What are personas?
  2. Measuring Desirability: New methods for evaluating desirability in a usability lab setting--Joey Benedek and Trish MinerMicrosoft Corporation,(excerpt above)Great for A/B comparison tests