This document provides a comprehensive guide to usability testing tailored for small teams with limited budgets, emphasizing the importance of testing real users through simple, cost-effective methods. It includes detailed steps for preparing test plans, recruiting participants, conducting tests, and analyzing results, along with advice on team involvement and continuous improvement. The document concludes with valuable insights on how usability testing can improve user experience and prioritize product development.

1. USABILITY TESTING HOW TO’s
For small teams & little budgets
Evgenia (Jenny) Grinblo
& www.eventhandler.co.uk
London, UK Oct 24, 2013
(This is Henrik)

2. USABILITY TESTING: INTRODUCTION
2
Hello, I’m...
Evgenia (Jenny) Grinblo
User Experience Specialist
Future Workshops, London

3. Workshop schedule
USABILITY TESTING
0 / Usability testing introduction
1 / What do we test: preparing a test plan
2 / Facilitating a usability test & recording results
3 / Analysing and presenting key learnings

4. USABILITY TESTING: INTRODUCTION
How to run a £3000 fool-proof test
✓
✓
✓
✓
The easiest, quickest, cheapest methods
Tips on facilitating, note-taking, & prioritising
How to run a usability test tomorrow
Resources & tools to keep learning
WHAT TO EXPECT TODAY
4

5. USABILITY TESTING: INTRODUCTION
What is usability testing
& why do it?
5

6. USABILITY TESTING: INTRODUCTION
6
USER EXPERIENCE BUILDING
BLOCKS
http://www.flickr.com/photos/7855449@N02/2779597129
Diagram by David Armano

7. USABILITY TESTING: INTRODUCTION
7
USABILITY IS A MAJOR BUILDING
BLOCK OF A GOOD EXPERIENCE
http://www.flickr.com/photos/7855449@N02/2779597129
Diagram by David Armano

8. USABILITY TESTING: INTRODUCTION
1. INTUITIVE (n.)
Using what one feels to be true without conscious
reasoning
www.youtube.com
8

9. USABILITY TESTING: INTRODUCTION
NEEDING INSTRUCTIONS
MEANS SOMETHING CAN BE
MADE MORE SIMPLE
9

10. USABILITY TESTING: INTRODUCTION
2. EASY TO USE
Doesn’t make people feel stupid or inferior to the tool they
are using. Helps them feel in control.
www.errorwallofshame.tumblr.com
10

11. USABILITY TESTING: INTRODUCTION
3. ACCESSIBLE
People of different abilities can use it
11

12. USABILITY TESTING: INTRODUCTION
12
YOU CAN’T DIFFERENTIATE IF
THE EXPERIENCE IS BROKEN

13. EVERYONE DEEPLY UNDERSTANDS THE USERS
13
67.45% (AVERAGE E-COMMERCE CART
ABANDONMENT RATE)
July 28, 2013
http://baymard.com/lists/cart-abandonment-rate

14. USABILITY TESTING: INTRODUCTION
http://www.shopify.com/blog/8484093-why-online-retailers-are-losing-67-45-of-sales-and-what-to-do-about-it
14

15. USABILITY TESTING: INTRODUCTION
http://www.shopify.com/blog/8484093-why-online-retailers-are-losing-67-45-of-sales-and-what-to-do-about-it
15

16. USABILITY TESTING: INTRODUCTION
16
Analytics
Survey
Usability test
(Impersonal)
(Tricky)
(Immediate, easy)
WHERE TO FIND USABILITY PROBLEMS

17. USABILITY TESTING: INTRODUCTION
17
• Behavioral vs. Self-reported
• Opportunity to ask “why?”
• Motivates teammates
• Removes “designer bias”
• Can be done on prototypes
• Can be cheap & quick
USABILITY TESTING

18. USABILITY TESTING: INTRODUCTION
WHAT HAPPENS IN A USABILITY TEST?
Video: http://www.youtube.com/watch?v=QckIzHC99Xc
18

19. USABILITY TESTING: INTRODUCTION
TEST YOUR IDEAS
REGULARLY WITH REAL
PEOPLE
19

20. USABILITY TESTING: INTRODUCTION
Recruit
Participants
Prepare a
test plan
USABILITY TEST STEPS
20
Test
Analyse +
iterate

21. USABILITY TESTING: INTRODUCTION
‣
Anyone who hasn’t seen the app
‣
Similar demographics to real users
(whenever possible)
WHO DO WE TEST WITH?
21

22. USABILITY TESTING: INTRODUCTION
WHERE DO WE FIND PARTICIPANTS?
22

23. USABILITY TESTING: INTRODUCTION
‣
Friends, family, colleagues
WHERE DO WE FIND PARTICIPANTS?
22

24. USABILITY TESTING: INTRODUCTION
‣
Friends, family, colleagues
‣
Social media followers
WHERE DO WE FIND PARTICIPANTS?
22

25. USABILITY TESTING: INTRODUCTION
‣
Friends, family, colleagues
‣
Social media followers
‣
Existing customers
WHERE DO WE FIND PARTICIPANTS?
22

26. USABILITY TESTING: INTRODUCTION
‣
Friends, family, colleagues
‣
Social media followers
‣
Existing customers
‣
Streets and coffee shops
WHERE DO WE FIND PARTICIPANTS?
22

27. USABILITY TESTING: INTRODUCTION
‣
Friends, family, colleagues
‣
Social media followers
‣
Existing customers
‣
Streets and coffee shops
‣
Recruitment agencies (<expensive!)
WHERE DO WE FIND PARTICIPANTS?
22

28. USABILITY TESTING: INTRODUCTION
23
Idea stage
Definition stage
Exploring
Many ideas
High-level
“Dream world”
Focusing
Best ideas
Refined
Realistic
WHEN DO WE TEST?
AS EARLY AS POSSIBLE

29. USABILITY TESTING: INTRODUCTION
DO USABILITY TESTING REGULARLY,
WITH YOUR WHOLE TEAM
24

30. USABILITY TESTING: INTRODUCTION
# OF TEAM MEMBERS EXPOSED TO
USERS IS MORE IMPORTANT THAN # OF
USERS
http://www.uie.com/articles/user_exposure_hours/
25

31. USABILITY TESTING: INTRODUCTION
26
SOMETIMES IT’S HARD TO ACCEPT YOUR
PRODUCT NEEDS HELP
https://twitter.com/adrianhungate/status/391954628184915970

32. USABILITY TESTING: INTRODUCTION
WHEN YOU SEE SOMEONE IN PAIN, YOU
WANT TO HELP THEM
http://www.flickr.com/photos/martin_mcdonald/371884786/
27

33. USABILITY TESTING: INTRODUCTION
“
I was completely surprised at how
cumbersome the users experience with the
app was. Basic tasks were which was so
obvious to me were suddenly a huge
barrier.
— DANIEL
Lead Developer, Future Workshops
http://www.uie.com/articles/user_exposure_hours/
28

34. USABILITY TESTING: INTRODUCTION
“
29
... What the usability testing did for me was
really prove how much tech people can
lose sight of who they are building
for. It about going back to basics in some
cases.
— DANIEL
Lead Developer, Future Workshops
http://www.uie.com/articles/user_exposure_hours/

35. USABILITY TESTING: INTRODUCTION
30
1. Highlights where our product isn’t intuitive / easy to use
2. Puts team in the shoes of users
3. Helps sell product improvements to stakeholders/ clients
4. Helps prioritise feature backlog
IN SUMMARY:
USABILITY TESTING BENEFITS

36. Time for a
5 minute break

37. Workshop schedule
USABILITY TESTING
0 / Usability testing introduction
1 / What do we test: preparing a test plan
2 / Facilitating a usability test & recording results
3 / Analysing and presenting key learnings

38. PREPARING A TEST PLAN
To run a test, you need

39. PREPARING A TEST PLAN
To run a test, you need
‣
Some representation of your product

40. PREPARING A TEST PLAN
To run a test, you need
‣
Some representation of your product
‣
Preferably interactive

41. PREPARING A TEST PLAN
To run a test, you need
‣
Some representation of your product
‣
Preferably interactive
‣
Doesn’t have to be finished

42. PREPARING A TEST PLAN
To run a test, you need
‣
Some representation of your product
‣
Preferably interactive
‣
Doesn’t have to be finished
‣
Or: competitor product!

43. PREPARING A TEST PLAN
To run a test, you need
‣
Some representation of your product
‣
Preferably interactive
‣
Doesn’t have to be finished
‣
Or: competitor product!
‣
Idea of what you want to test

44. PREPARING A TEST PLAN
What do we test?

45. PREPARING A TEST PLAN
What do we test?
‣
General impressions

46. PREPARING A TEST PLAN
What do we test?
‣
General impressions
‣
Ease of use of critical features

47. PREPARING A TEST PLAN
What do we test?
‣
General impressions
‣
Ease of use of critical features
‣
Features we’re not sure about (e.g., is the
help clear?)

48. PREPARING A TEST PLAN
What do we test?
‣
General impressions
‣
Ease of use of critical features
‣
Features we’re not sure about (e.g., is the
help clear?)
‣
Response to design, iconography

49. PREPARING A TEST PLAN
What do we test?
‣
General impressions
‣
Ease of use of critical features
‣
Features we’re not sure about (e.g., is the
help clear?)
‣
Response to design, iconography
Tip: start from high-level when testing
prototypes, test the details with later builds

50. PREPARING A TEST PLAN
Wide
(Generative)
SET THE SCOPE
35

51. PREPARING A TEST PLAN
Wide
(Generative)
SET THE SCOPE
35
WHY will people use
this product?

52. PREPARING A TEST PLAN
Wide
(Generative)
Narrow
(Validating)
SET THE SCOPE
35
WHY will people use
this product?

53. PREPARING A TEST PLAN
Wide
(Generative)
Narrow
(Validating)
SET THE SCOPE
35
WHY will people use
this product?
HOW do these people
use this product?

54. PREPARING A TEST PLAN
Wide
(Generative)
36
Explore
How is the value
proposition of this tool
fit in with people’s lives
Confirm/iterate
Observing what people
do with this tool, in
their own environment
Narrow
(Validating)
SET THE SCOPE
Validate
How do people perform
specific task with this tool?

55. PREPARING A TEST PLAN
Wide
(Generative)
First...
37
Explore
How is the value
proposition of this tool
fit in with people’s lives
Confirm/iterate
Observing what people
do with this tool, in
their own environment
Narrow
(Validating)
SET THE SCOPE
Validate
How do people perform
specific task with this tool?

56. PREPARING A TEST PLAN
38
Ready?
FIRST IMPRESSIONS: THE 5 SECOND
TEST

57. 39

58. PREPARING A TEST PLAN
• What is the purpose of the website/app?
• Name 3 things you can do with this website
• Who does this site or app belong to?
• How do you feel about this organisation?
5 SECOND TEST QUESTIONS
40

59. PREPARING A TEST PLAN
Wide
(Generative)
41
Explore
How is the value
proposition of this tool
fit in with people’s lives
Now...
Confirm/iterate
Observing what people
do with this tool, in
their own environment
Narrow
(Validating)
SET THE SCOPE
Validate
How do people perform
specific task with this tool?

60. PREPARING A TEST PLAN
Recruit
Participants
42
Prepare a
test plan
Test
Analyse +
iterate
PREPARING A DETAILED USABILITY
TEST

61. USABILITY TESTING: INTRODUCTION
THE MORE DETAILED YOUR
ARTIFACT, THE MORE
DETAILED THE FEEDBACK
43

62. EXERCISE 1
Choose a product to test
Time: 10 minutes
‣
We are going to validate an existing,
finished product
‣
As a group, decide on a website or app to
test
‣
It can be your app - I must be able to
interact with it
Tip: avoid sites that require logging in (unless
you have a login to share)

63. EXERCISE 3
Show & Tell

64. PREPARING A TEST PLAN
Scenario Structure

65. PREPARING A TEST PLAN
Scenario Structure
‣
Your character

66. PREPARING A TEST PLAN
Scenario Structure
‣
Your character
‣
Your motivation

67. PREPARING A TEST PLAN
Scenario Structure
‣
Your character
‣
Your motivation
‣
What you need to do

68. PREPARING A TEST PLAN
Scenario Structure
‣
Your character
‣
Your motivation
‣
What you need to do
‣
Any details like login information, etc

69. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
TASK
TASK
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFO (passwords, etc)
// INFO (passwords, etc)
@ Template by @grinblo
// SUCCESS PATH

70. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
Set up the motivation
TASK
TASK
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFO (passwords, etc)
// INFO (passwords, etc)
@ Template by @grinblo
// SUCCESS PATH

71. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
Set up the motivation
What we are testing
TASK
TASK
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFO (passwords, etc)
// INFO (passwords, etc)
@ Template by @grinblo
// SUCCESS PATH

72. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
Set up the motivation
What we are testing
TASK
// SUCCESS PATH
TASK
// SUCCESS PATH
What we want/expect the user to do
// INFO (passwords, etc)
// SCENARIO
// INFO (passwords, etc)
@ Template by @grinblo
// SCENARIO

73. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
Set up the motivation
What we are testing
TASK
// SUCCESS PATH
TASK
// SUCCESS PATH
What we want/expect the user to do
// SCENARIO
// SCENARIO
// INFO (passwords, etc)
// INFO (passwords, etc)
@ Template by @grinblo
Motivation to do the task + instructions

74. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
Set up the motivation
What we are testing
TASK
// SUCCESS PATH
TASK
// SUCCESS PATH
What we want/expect the user to do
// SCENARIO
// SCENARIO
// INFO (passwords, etc)
Information necessary for the task
// INFO (passwords, etc)
@ Template by @grinblo
Motivation to do the task + instructions

75. // TEST PLAN FOR:
// GROUP:
// GENERAL SCENARIO
TASK
TASK
// SUCCESS PATH
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFORMATION
// INFORMATION
// PART:

76. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
TASK
// SUCCESS PATH
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFORMATION
// INFORMATION

77. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
TASK
// SUCCESS PATH
// SUCCESS PATH
// SCENARIO
// SCENARIO
// INFORMATION
// INFORMATION

78. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
// SUCCESS PATH
TASK
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// INFORMATION
// SCENARIO
// INFORMATION

79. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
// SUCCESS PATH
TASK
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// INFORMATION
// SCENARIO
// INFORMATION

80. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
// SUCCESS PATH
TASK
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// INFORMATION
// SCENARIO
// INFORMATION

81. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
// SUCCESS PATH
TASK
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
// INFORMATION
// INFORMATION

82. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
// SUCCESS PATH
TASK
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
// INFORMATION
Print-out of a recipe from the internet
// INFORMATION

83. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
// SUCCESS PATH
TASK
Share a note via e-mail
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
// INFORMATION
Print-out of a recipe from the internet
// INFORMATION

84. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
TASK
Share a note via e-mail
// SUCCESS PATH
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
E-mail a note to a friend using swipe
to share
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
// INFORMATION
Print-out of a recipe from the internet
// INFORMATION

85. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
TASK
Share a note via e-mail
// SUCCESS PATH
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
E-mail a note to a friend using swipe
to share
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
You really liked the new recipe and
you think your friend Jenny will like it
too.
Send the recipe to Jenny from within
the app.
// INFORMATION
Print-out of a recipe from the internet
// INFORMATION

86. // TEST PLAN FOR:
// GROUP:
// PART:
// GENERAL SCENARIO
You need to cook a new recipe for the company potluck. You found a recipe
online and now you need to buy the ingredients and cook it.
TASK
Text note
Don’t show this to
the participant!
TASK
Share a note via e-mail
// SUCCESS PATH
// SUCCESS PATH
Create a text note and make a bulleted
list of ingredients
E-mail a note to a friend using swipe
to share
// SCENARIO
// SCENARIO
You need to remember what to buy.
Use the app to make a shopping list
you can take to the supermarket.
You really liked the new recipe and
you think your friend Jenny will like it
too.
Send the recipe to Jenny from within
the app.
// INFORMATION
Print-out of a recipe from the internet
// INFORMATION
Jenny’s email:
jenny@futureworkshops.com

87. PREPARING A TEST PLAN
Scenario Tips

88. PREPARING A TEST PLAN
Scenario Tips
‣
Avoid using terminology from the
interface (e.g., search, tag, filter)

89. PREPARING A TEST PLAN
Scenario Tips
‣
Avoid using terminology from the
interface (e.g., search, tag, filter)
‣
Scenarios can have steps (e.g., find a
recipe and add it to your collection)

90. PREPARING A TEST PLAN
Scenario Tips
‣
Avoid using terminology from the
interface (e.g., search, tag, filter)
‣
Scenarios can have steps (e.g., find a
recipe and add it to your collection)
‣
Escalate the difficulty as the test
progresses

91. EXERCISE 2
Test Plan
Time: 20 mins
‣
Define 3 key tasks that must be intuitive
and easy to use in the application
‣
Identify the success paths for each task
(what we expect users to do)
‣
Decide on a general scenario + write
specific tasks
‣
Run through the test once

92. Workshop schedule
USABILITY TESTING
0 / Usability testing introduction
1 / What do we test: preparing a test plan
2 / Facilitating a usability test & recording results
3 / Analysing and presenting key learnings

93. FACILITATING A TEST & RECORDING RESULTS
Recruit
Participants
Prepare a
test plan
USABILITY TEST STEPS
52
Test
Analyse +
iterate

94. FACILITATING A TEST & RECORDING RESULTS
Facilitating
‣
Practice staying quiet
‣
Remind the participant to speak out loud
‣
Don’t give anything away
‣
Be reassuring, say thank you
‣
If they get stuck, wait (a little)

95. FACILITATING A TEST & RECORDING RESULTS
Facilitator Cheat-Sheet
If they forget to think aloud
‣
"What are you thinking right now?"
‣
"What are you finding confusing on this
screen?"
‣
"I know it's an unusual thing to do but could I
please ask you to keep thinking out loud and
talk as you go along? It really helps me
understand your experience better."

96. FACILITATING A TEST & RECORDING RESULTS
Facilitator Cheat-Sheet
If they get stuck
‣
"This is very helpful for us, we are uncovering
a lot of problems in the design that will help us
make the app better."
‣
"I can already see how useful this is going to
be in improving the app."

97. FACILITATING A TEST & RECORDING RESULTS
Facilitator Cheat-Sheet
If they have a question
‣
"Please continue in the way that makes sense
to you. We will learn a lot from seeing how
you proceed with this without any help."
‣
"I will be happy to answer your questions at
the end. Please try to try this task for a bit
longer."

98. FACILITATING A TEST & RECORDING RESULTS
Facilitator Cheat-Sheet
The golden go-to
‣
"We expected to uncover problems in the
design. You are not doing anything
wrong - we knew there would be issues and
you are helping us find them."

99. FACILITATING A TEST & RECORDING RESULTS
People will feel stupid.
Make them feel at ease.
58

100. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings

101. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings
From easy to complicated

102. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings
From easy to complicated
‣
Pair up with a note-taker

103. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings
From easy to complicated
‣
Pair up with a note-taker
‣
DIY recording equipment

104. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings
From easy to complicated
‣
Pair up with a note-taker
‣
DIY recording equipment
‣
Professional recording equipment

105. FACILITATING A TEST & RECORDING RESULTS
Ways to record our findings
From easy to complicated
‣
Pair up with a note-taker
‣
DIY recording equipment
‣
Professional recording equipment
‣
Live-stream to a group of stakeholders

106. FACILITATING A TEST & RECORDING RESULTS
Note-taking brings down 2
barriers to testing: time &
equipment
(But I’ll give you some tips on recording later!)
60

107. FACILITATING A TEST & RECORDING RESULTS
Note-taking tips
Only record what’s important
‣
If someone is really happy
‣
If someone is really frustrated
‣
If someone fails a task
‣
Write down short quotes if you can

108. FACILITATING A TEST & RECORDING RESULTS
Notes Example
•
Taps Map on merchant profile but this opens the system Maps
app — confused
•
Goes to Search and types “coffee shops” but there are no results
— “why can’t I see what’s around me?”
•
"If I had to think about something around me, I’d start the
merchant profile and expect to see other things around me"
•
The icons aren’t telling me that Cafe Nero is a coffee shop

109. FACILITATING A TEST & RECORDING RESULTS
What to bring to the test
Printed scenarios & tasks for participant
Printed scenarios & tasks with success paths for
facilitator
Facilitator script
Optional: List of pre-test and debrief questions
Consent form (if needed)
Pen + paper / recording tools
Test setup checklist

110. FACILITATING A TEST & RECORDING RESULTS
Setting up the test
Reset the mobile app / site to the default
settings
Clear the test area of any open
documents, written notes, etc.
Prepare participant forms: scenarios,
intro script, consent form
Optional: Verify the recording equipment
Optional: Make sure the brightness on
the screen is reduced

111. EXERCISE 3
Usability Test
Time: 40 minutes
‣
Every 8 minutes, swap one member of
your group in exchange for a member
from another group
‣
The ‘foreign’ member is the participant
‣
Start running through the test you’ve
planned
‣
Everyone else in the group should be a
facilitator and a note-taker at least once

112. EXERCISE 2
Show & Tell

113. Workshop schedule
USABILITY TESTING
0 / Usability testing introduction
1 / What do we test: preparing a test plan
2 / Facilitating a usability test & recording results
3 / Analysing and presenting key learnings

114. ANALYSING & PRESENTING FINDINGS
Recruit
Participants
Prepare a
test plan
USABILITY TEST STEPS
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Test
Analyse +
iterate

115. ANALYSING & PRESENTING FINDINGS
What to do with all the data?
‣
Identify changes with the biggest impact
& smallest effort as a team
‣
Find the “low-hanging fruit”
‣
What has impact on the bottom line?
‣
Put everything else in the ice-box

116. ANALYSING & PRESENTING FINDINGS
Identifying key findings
High-priority: people fail, or abandon the
task
Medium: people succeed but are
frustrated and unhappy
Low: people would enjoy the app more if...

117. ANALYSING & PRESENTING FINDINGS
Identifying key findings
High-priority: people fail, or abandon the
task
Medium: people succeed but are
frustrated and unhappy
Low: people would enjoy the app more if...
Tip: Work hard to prioritise the
highest-impact items. You can’t fix
everything.

118. ANALYSING & PRESENTING FINDINGS
Presenting findings

119. ANALYSING & PRESENTING FINDINGS
Presenting findings
Interface screenshot
here

120. ANALYSING & PRESENTING FINDINGS
Presenting findings
Task
Interface screenshot
here

121. ANALYSING & PRESENTING FINDINGS
Presenting findings
Task
What we expected
to happen
Interface screenshot
here

122. ANALYSING & PRESENTING FINDINGS
Presenting findings
Task
What we expected
to happen
Interface screenshot
here
What really
happened

123. ANALYSING & PRESENTING FINDINGS
Presenting findings
Task
What we expected
to happen
Interface screenshot
here
What really
happened
What we can fix
right now

124. EXERCISE 4
Identifying Key Findings
Time: 15 mins
‣
As a group, debrief on each person’s notes
‣
Find 2 high, 2 medium, and 2 low-priority
usability problems
‣
What will you fix first? Why?
‣
Jot down a quick summary of key findings
to present to the larger group

125. EXERCISE 3
Show & Tell

126. SUMMARY & CONCLUSION
Summary

127. SUMMARY & CONCLUSION
Summary
‣
Match your test artifact to your scope

128. SUMMARY & CONCLUSION
Summary
‣
Match your test artifact to your scope
‣
Plan realistic scenarios that don’t give
away the test purpose

129. SUMMARY & CONCLUSION
Summary
‣
Match your test artifact to your scope
‣
Plan realistic scenarios that don’t give
away the test purpose
‣
Be encouraging and open to feedback

130. SUMMARY & CONCLUSION
Summary
‣
Match your test artifact to your scope
‣
Plan realistic scenarios that don’t give
away the test purpose
‣
Be encouraging and open to feedback
‣
Record only what’s needed

131. SUMMARY & CONCLUSION
Summary
‣
Match your test artifact to your scope
‣
Plan realistic scenarios that don’t give
away the test purpose
‣
Be encouraging and open to feedback
‣
Record only what’s needed
‣
Prioritise findings for maximum
impact

132. SUMMARY & CONCLUSION
DIY Usability
Testing
Steve Krug
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Lean UX
Jeff Gothelf
DIVE IN MORE DEEPLY
Remote Research
Nate Bolt & Tony
Tulathimutte

133. SUMMARY & CONCLUSION
“
Any intelligent fool can make things bigger
and more complex. It takes courage, and a
touch of genius, to move in the opposite
direction.
– Albert Einstein
A FINAL THOUGHT
http://www.humanfactors.com/ROIposter.asp
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134. INTRODUCTION
Thank you!
Jenny@futureworkshops.com
www.grinblo.com
Twitter: @grinblo
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