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PTG GLOBAL
  DIISR Usability testing task list                                                        ABN 27 089 738 205
                                                                                              L16, 207 Kent St
                                                                                             Sydney NSW 2000

  Introduction                                                                               P 61 2 9251 4200
                                                                                                 1300 660 973
 Introduce yourself and the role of PTG.                                                    F 61 2 9251 7422
       o   I’m working for PTG and we are an independent 3rd party who is helping The
                                                                                            ptg-global.com
           Department of Innovation, Industry, Science and Research to review an online
           tool for small businesses called the Advisor Finder and gather feedback from you about
           your needs from the Advisor Finder.
       o   This information will help them make improvements to the Advisor Finder.
 Explain Advisor Finder context in session:
       o   We are using a live product
 Explain testing procedure:
       o   Session will consist of a list of tasks
       o   Talk out loud as you are performing the task and thinking about what to do
       o   Questions about the tasks as you go
       o   Let me know when you have finished a task
 Explain purpose of this session:
       o   To get your feedback about the service and the features and functions
       o   Not testing your ability to use the search application, but testing the tool.
       o   I did not design the Advisor Finder
 Advise participant
       o   Recording the session (check if participant is comfortable with this)
       o   There will be observers in the next room
       o   Session will last about 1 hour
       o   You can leave at any time
 Any questions so far?




                                     www.ptg-global.com
Department of Innovation, Industry, Science and Research                                                                                                                      Task list Version 0.1




     1.          Tasks – General

Tasks                                                                Time            Navigation/functio                    Additional Questions/Comments
                                                                     (mins)          n being tested
1.    Introduction                                                   5 mins                                                      Are you a small or medium size business owner,
                                                                                                                                  accountant, or bookkeeper?
                                                                                                                                 Which industry is it in?
                                                                                                                                 Are you familiar with business.gov.au
                                                                                                                                 Have you ever used any of their services? Which one?
                                                                                                                                  What were your impressions?
                                                                                                                                 Have you used the advisor finder tool before?
                                                                                                                                 [If yes] What were your impressions?
                                                                                                                                 [If no] What kind of information would be useful to you
                                                                                                                                  when seeking business advisors?
2.    Homepage – first impressions                                   5 mins            Advisor Finder                     [Allow participant to look at the homepage and then
                                                                                        homepage                           minimise the browser after 30 seconds]
                                                                                                                            What are your first impressions of the Advisor Finder
                                                                                                                             homepage?
                                                                                                                            Who do you think the website is targeting?
                                                                                                                            What do you think the purpose of the tool is?


                                                                                                                           [If not correctly identified explain]
                                                                                                                            The Advisor Finder has been created to provide small
                                                                                                                             business owners with a tool to connect with government-
                                                                                                                             funded advisory service providers within their area.



                The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston
                                                              www.ptg-global.com                                                        Page 1
Department of Innovation, Industry, Science and Research                                                                                                                       Task list Version 0.1




                                                                                                                           [Maximise browser]
                                                                                                                            Any additional comments about the homepage?
3.    You are the sole operator of your own                          10 mins           Performing a search                [Allow participant to complete search steps]
      accounting business and are considering
                                                                                                                            What are your thoughts on the search process?
      hiring somebody to help you with the work.
                                                                                                                           Step 1 – Choose type of advice:
      You decide that you need to speak with an
      advisor face-to-face about the process. You                                                                           What are your impressions of this section?
      go to the Advisor Finder to try to locate a
                                                                                                                            [If not mentioned] – What do you think of the categories
      service provider in your preferred location,
                                                                                                                             that are presented?
      Epping (postcode: 2121), NSW.
                                                                                                                           Step 2 – Choose type of industry:
                                                                                                                            What are your impressions of this section?
                                                                                                                            [If not mentioned] – What do you think of the categories
                                                                                                                             that are presented?
                                                                                                                            [If not mentioned] – What do you think the ICT option
                                                                                                                             refers to?
                                                                                                                            [If not mentioned] – What are your thoughts on the
                                                                                                                             number of options you are able to select?
                                                                                                                           Step 3 – Choose your preferred location:
                                                                                                                            What did you think about the specificity of the options
                                                                                                                             available?
                                                                                                                           Search
                                                                                                                                 What do you think of the placement of the search button?
                                                                                                                                 Is it clear which fields are mandatory?
                                                                                                                                 What do you expect the clear button to do?
                                                                                                                           Get participant to complete the same search without
                                                                                                                           entering the State/territory
                                                                                                                                 What do you think of the error messages?
                The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston
                                                              www.ptg-global.com                                                       Page 2
Department of Innovation, Industry, Science and Research                                                                                                                       Task list Version 0.1


                                                                                                                                 Is it clear which fields have not been completed?
4.    Locate the nearest service provider to Epping                  10 mins           Choosing appropriate               [Allow participant to refine search results]
      (postcode: 2121), NSW.                                                            option from the
                                                                                                                            What are your impressions of the results page?
                                                                                        results presented
                                                                                                                            What do you think of the way that the information is
                                                                                                                             presented?
                                                                                                                            How do you think the results are ordered?
                                                                                                                            [If not mentioned] – How would you go about ordering the
                                                                                                                             results according to ‘Suburb’?
                                                                                                                            [If not mentioned] What do you think about the options
                                                                                                                             available to sort the results?
                                                                                                                            Which section of the results do you think the sorting toolbar
                                                                                                                             applies to?
                                                                                                                                  [If not mentioned] - What do you think about the two
                                                                                                                                  separate sets of results, i.e. ‘advisors’ at the top and
                                                                                                                                  ‘national advisors’ below? What do you think the difference
                                                                                                                                  is between the two groups of results?
5.    You can not find what you are looking for and                  5 mins            Search again                        How did you find that task?
      decide to change the search to include advice
                                                                                                                                  [if not mentioned] – Would you like to refine search
      on home-based businesses.
                                                                                                                                  results? Why/why not?
6.    You decide that you can not find what you                      5 mins            Finding assistance                  Where on the website would you access help or assistance
      are looking for and want to contact                                                                                    if you did not find what you were looking for?
      somebody to discuss your options.
                                                                                                                            [If not mentioned] - What are your impressions of the help
                                                                                                                             function that is available?
                                                                                                                            Is there any additional information you would expect to be
                                                                                                                             located in this section?
7.    You would like to find more information                                          Detailed view                       How did you find that task?
      about the Regional Development Australia in
                                                                                                                            What are your impressions of the detail view page?
      Church St, Parramatta.
                                                                                                                            Is there any information missing?


                The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston
                                                              www.ptg-global.com                                                        Page 3
Department of Innovation, Industry, Science and Research                                                                                                                    Task list Version 0.1


                                                                                                                            How would you go back to the search results page?
                                                                                                                            What are your impressions of the map pop-up feature?
8.    Summary                                                        10 mins                                                You have been using the Advisor Finder for 50 mins now,
                                                                                                                             what are your impressions?
                                                                                                                            Is there anything you particularly like/dislike?
                                                                                                                            Is there anything you would change? Why?
                                                                                                                            Is there anything missing? What?
                                                                                                                            [If not mentioned] – What do you think about the general
                                                                                                                             look and feel of the tool?
                                                                                                                            Do you think this tool is useful to you? Would you use it?
                                                                                                                            Any final comments?



     2.          Questionnaire (10 mins)
                 Note: A questionnaire will be provided to record participants’ demographics and perceived experience using the Advisor Finder.
                 Information to be verified includes:
                              1) What is your age?
                              2) Do you have ready access to the internet at home and/or work?
                              3) How many hours do you use the internet each day?
                              4) Are you a small or medium size business owner? If not, are you an accountant or bookkeeper?




                The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston
                                                              www.ptg-global.com                                                     Page 4

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Advisor Finder tasklist v0.2

  • 1. PTG GLOBAL DIISR Usability testing task list ABN 27 089 738 205 L16, 207 Kent St Sydney NSW 2000 Introduction P 61 2 9251 4200 1300 660 973  Introduce yourself and the role of PTG. F 61 2 9251 7422 o I’m working for PTG and we are an independent 3rd party who is helping The ptg-global.com Department of Innovation, Industry, Science and Research to review an online tool for small businesses called the Advisor Finder and gather feedback from you about your needs from the Advisor Finder. o This information will help them make improvements to the Advisor Finder.  Explain Advisor Finder context in session: o We are using a live product  Explain testing procedure: o Session will consist of a list of tasks o Talk out loud as you are performing the task and thinking about what to do o Questions about the tasks as you go o Let me know when you have finished a task  Explain purpose of this session: o To get your feedback about the service and the features and functions o Not testing your ability to use the search application, but testing the tool. o I did not design the Advisor Finder  Advise participant o Recording the session (check if participant is comfortable with this) o There will be observers in the next room o Session will last about 1 hour o You can leave at any time  Any questions so far? www.ptg-global.com
  • 2. Department of Innovation, Industry, Science and Research Task list Version 0.1 1. Tasks – General Tasks Time Navigation/functio Additional Questions/Comments (mins) n being tested 1. Introduction 5 mins  Are you a small or medium size business owner, accountant, or bookkeeper?  Which industry is it in?  Are you familiar with business.gov.au  Have you ever used any of their services? Which one? What were your impressions?  Have you used the advisor finder tool before?  [If yes] What were your impressions?  [If no] What kind of information would be useful to you when seeking business advisors? 2. Homepage – first impressions 5 mins  Advisor Finder [Allow participant to look at the homepage and then homepage minimise the browser after 30 seconds]  What are your first impressions of the Advisor Finder homepage?  Who do you think the website is targeting?  What do you think the purpose of the tool is? [If not correctly identified explain]  The Advisor Finder has been created to provide small business owners with a tool to connect with government- funded advisory service providers within their area. The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston www.ptg-global.com Page 1
  • 3. Department of Innovation, Industry, Science and Research Task list Version 0.1 [Maximise browser]  Any additional comments about the homepage? 3. You are the sole operator of your own 10 mins  Performing a search [Allow participant to complete search steps] accounting business and are considering  What are your thoughts on the search process? hiring somebody to help you with the work. Step 1 – Choose type of advice: You decide that you need to speak with an advisor face-to-face about the process. You  What are your impressions of this section? go to the Advisor Finder to try to locate a  [If not mentioned] – What do you think of the categories service provider in your preferred location, that are presented? Epping (postcode: 2121), NSW. Step 2 – Choose type of industry:  What are your impressions of this section?  [If not mentioned] – What do you think of the categories that are presented?  [If not mentioned] – What do you think the ICT option refers to?  [If not mentioned] – What are your thoughts on the number of options you are able to select? Step 3 – Choose your preferred location:  What did you think about the specificity of the options available? Search  What do you think of the placement of the search button?  Is it clear which fields are mandatory?  What do you expect the clear button to do? Get participant to complete the same search without entering the State/territory  What do you think of the error messages? The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston www.ptg-global.com Page 2
  • 4. Department of Innovation, Industry, Science and Research Task list Version 0.1  Is it clear which fields have not been completed? 4. Locate the nearest service provider to Epping 10 mins  Choosing appropriate [Allow participant to refine search results] (postcode: 2121), NSW. option from the  What are your impressions of the results page? results presented  What do you think of the way that the information is presented?  How do you think the results are ordered?  [If not mentioned] – How would you go about ordering the results according to ‘Suburb’?  [If not mentioned] What do you think about the options available to sort the results?  Which section of the results do you think the sorting toolbar applies to?  [If not mentioned] - What do you think about the two separate sets of results, i.e. ‘advisors’ at the top and ‘national advisors’ below? What do you think the difference is between the two groups of results? 5. You can not find what you are looking for and 5 mins  Search again  How did you find that task? decide to change the search to include advice  [if not mentioned] – Would you like to refine search on home-based businesses. results? Why/why not? 6. You decide that you can not find what you 5 mins  Finding assistance  Where on the website would you access help or assistance are looking for and want to contact if you did not find what you were looking for? somebody to discuss your options.  [If not mentioned] - What are your impressions of the help function that is available?  Is there any additional information you would expect to be located in this section? 7. You would like to find more information  Detailed view  How did you find that task? about the Regional Development Australia in  What are your impressions of the detail view page? Church St, Parramatta.  Is there any information missing? The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston www.ptg-global.com Page 3
  • 5. Department of Innovation, Industry, Science and Research Task list Version 0.1  How would you go back to the search results page?  What are your impressions of the map pop-up feature? 8. Summary 10 mins  You have been using the Advisor Finder for 50 mins now, what are your impressions?  Is there anything you particularly like/dislike?  Is there anything you would change? Why?  Is there anything missing? What?  [If not mentioned] – What do you think about the general look and feel of the tool?  Do you think this tool is useful to you? Would you use it?  Any final comments? 2. Questionnaire (10 mins) Note: A questionnaire will be provided to record participants’ demographics and perceived experience using the Advisor Finder. Information to be verified includes: 1) What is your age? 2) Do you have ready access to the internet at home and/or work? 3) How many hours do you use the internet each day? 4) Are you a small or medium size business owner? If not, are you an accountant or bookkeeper? The Performance Technologies Group Pty Ltd ABN 27 089 738 205 Sydney  Melbourne  Canberra  Brisbane  Boston www.ptg-global.com Page 4