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Using cognitive walkthroughs to
better review designs for accessibility
Sarah Pulis @sarahtp
Andrew Arch @amja
creating an inclusive digital world
intopia.digital @intopiadigital
Can we develop a process to conduct a
task-oriented and user-oriented expert review?
What is a cognitive walkthrough?
An evaluator examines the usability of a product
by walking through a series of tasks and asking a
set of questions from a user’s point of view.
Step 1
Choose a user or persona
Option 1: Enhance existing personas
Give your existing personas access requirements
Option 2: Accessibility-specific personas
Build off existing personas or create new personas
A good persona should include information about:
• their ability and any assistive technology they use
(ability).
• the affect their ability has on their digital experience
(aptitude)
• their motivation, emotion, risk tolerance, and
persistence (attitude)
Adapted from A Web for Everyone - personas
Example persona: Joe
Joe has hand tremors from Parkinson’s.
Touching small areas of the screen is difficult
for Joe.
He has trouble accurately performing complex
gestures.
He often accidentally activates a control when
controls are close together.
Joe finds using a mouse very difficult and
therefore usually use a keyboard with his
laptop.
Adapted from Mobile Concepts (draft)
Example persona: Sue
Sue has low vision and uses a magnifier.
Pages with inconsistent layout and navigation
are difficult for Sue.
She finds it difficult when there are large white
spaces between information that is related.
She often has to increase her magnification
level when text is smaller than body copy or
fonts are light weight.
Step 2
Create a list of tasks a user wants to do
Common tasks for an eCommerce website
• Search for a product
• Browse for a product
• Add products to your trolley
• Checkout and pay for your products
• Contact the organisation
• Find out about the accessibility options
Step 3
Create a list of steps needed to
complete each task
Search for a product
1. Open a web browser
2. Navigate to the eCommerce website
3. Enter “Christmas” into the search field and search
4. Find “Rich chocolate puddings” product
5. View product details
6. Add product to cart
Step 4
Perform the walkthrough for each task
Perform the walkthrough by:
1. Adopt a persona
2. Choose a task
3. Walk through the steps for that task as if you were
in the shoes of your adopted persona
Do this for all tasks with different personas.
As you complete the task, ask a series of questions
• Will the user try and achieve the right outcome?
• Will the user notice and be able to access the correct
action?
• Will the user associate the correct action with the effect
that the user is trying to achieve?
• If the correct action is performed, will the user see that
progress is being made toward the solution of the task?
• Is it easy to achieve the correct action?
Will the user try and achieve the right outcome?
• Does the interface confuse, mislead, or behave
differently from a user’s expectations?
Will the user notice that the correct action is
available to them?
• Is the action easily noticeable?
• Does it stand out?
• Is it easy to find?
Will the user associate the correct action with the
effect that the user is trying to achieve?
• Is the language of labels or instructions clear?
• Does the interaction method (keyboard, touch,
mouse, etc.) work as the user expects?
If the correct action is performed, will the user see
that progress is being made toward the solution of
the task?
• Is there appropriate feedback?
• Is that feedback perceivable?
• Is the feedback understandable?
Is it easy to achieve the correct action?
• Can I quickly and easily navigate to it?
• Do I know when I’ve got to the right action?
Benefits of cognitive walkthroughs
• task-oriented
• can be done during the early stages of design
• can identify requirements gaps
• more cost effective and fast compared with usability
testing
Things to be cautious of when using
cognitive walkthroughs
• not a replacement for usability testing
• can be time consuming
• insights can be affected by the knowledge and skill of
the person conducting the walkthrough
Let’s continue the conversation
Sarah Pulis
@sarahtp  sarah@Intopia.digital
Andrew Arch
@amja  andrew@intopia.digital
creating an inclusive digital world
intopia.digital @intopiadigital

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Cognitive walkthroughs - CSUN 2018

  • 1. Using cognitive walkthroughs to better review designs for accessibility Sarah Pulis @sarahtp Andrew Arch @amja creating an inclusive digital world intopia.digital @intopiadigital
  • 2.
  • 3.
  • 4. Can we develop a process to conduct a task-oriented and user-oriented expert review?
  • 5. What is a cognitive walkthrough? An evaluator examines the usability of a product by walking through a series of tasks and asking a set of questions from a user’s point of view.
  • 6. Step 1 Choose a user or persona
  • 7. Option 1: Enhance existing personas Give your existing personas access requirements Option 2: Accessibility-specific personas Build off existing personas or create new personas
  • 8. A good persona should include information about: • their ability and any assistive technology they use (ability). • the affect their ability has on their digital experience (aptitude) • their motivation, emotion, risk tolerance, and persistence (attitude) Adapted from A Web for Everyone - personas
  • 9. Example persona: Joe Joe has hand tremors from Parkinson’s. Touching small areas of the screen is difficult for Joe. He has trouble accurately performing complex gestures. He often accidentally activates a control when controls are close together. Joe finds using a mouse very difficult and therefore usually use a keyboard with his laptop. Adapted from Mobile Concepts (draft)
  • 10. Example persona: Sue Sue has low vision and uses a magnifier. Pages with inconsistent layout and navigation are difficult for Sue. She finds it difficult when there are large white spaces between information that is related. She often has to increase her magnification level when text is smaller than body copy or fonts are light weight.
  • 11. Step 2 Create a list of tasks a user wants to do
  • 12. Common tasks for an eCommerce website • Search for a product • Browse for a product • Add products to your trolley • Checkout and pay for your products • Contact the organisation • Find out about the accessibility options
  • 13. Step 3 Create a list of steps needed to complete each task
  • 14. Search for a product 1. Open a web browser 2. Navigate to the eCommerce website 3. Enter “Christmas” into the search field and search 4. Find “Rich chocolate puddings” product 5. View product details 6. Add product to cart
  • 15. Step 4 Perform the walkthrough for each task
  • 16. Perform the walkthrough by: 1. Adopt a persona 2. Choose a task 3. Walk through the steps for that task as if you were in the shoes of your adopted persona Do this for all tasks with different personas.
  • 17. As you complete the task, ask a series of questions • Will the user try and achieve the right outcome? • Will the user notice and be able to access the correct action? • Will the user associate the correct action with the effect that the user is trying to achieve? • If the correct action is performed, will the user see that progress is being made toward the solution of the task? • Is it easy to achieve the correct action?
  • 18. Will the user try and achieve the right outcome? • Does the interface confuse, mislead, or behave differently from a user’s expectations?
  • 19. Will the user notice that the correct action is available to them? • Is the action easily noticeable? • Does it stand out? • Is it easy to find?
  • 20. Will the user associate the correct action with the effect that the user is trying to achieve? • Is the language of labels or instructions clear? • Does the interaction method (keyboard, touch, mouse, etc.) work as the user expects?
  • 21. If the correct action is performed, will the user see that progress is being made toward the solution of the task? • Is there appropriate feedback? • Is that feedback perceivable? • Is the feedback understandable?
  • 22. Is it easy to achieve the correct action? • Can I quickly and easily navigate to it? • Do I know when I’ve got to the right action?
  • 23. Benefits of cognitive walkthroughs • task-oriented • can be done during the early stages of design • can identify requirements gaps • more cost effective and fast compared with usability testing
  • 24. Things to be cautious of when using cognitive walkthroughs • not a replacement for usability testing • can be time consuming • insights can be affected by the knowledge and skill of the person conducting the walkthrough
  • 25. Let’s continue the conversation Sarah Pulis @sarahtp  sarah@Intopia.digital Andrew Arch @amja  andrew@intopia.digital creating an inclusive digital world intopia.digital @intopiadigital