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Lean collaborative test plans

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Many teams insist they have no time or budget for user testing, even if they're convinced of the benefits. But what if you could find ways to create, implement and report on usability issues quickly and collaboratively?

In this session, designer and researcher Dani Nordin will outline the process she's developed at Harvard Business to bring user-centered design practices into an Agile product team. You'll learn techniques to rapidly benchmark your user experience, test and report findings , and align stakeholders on critical usability issues.

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Lean collaborative test plans

  1. 1. U X D E S I G N T R A C K : : T Z K - D E S I G N . C O M : : @ D A N I G R R L COLLABORATIVE USABILITY TESTING for lean and agile teams D A N I N O R D I N Senior UX Designer, Harvard Business Review
  2. 2. Hi. I’m Dani. Senior UX Designer, Harvard Business Review Group Co-Organizer, Design 4 Drupal Camp Boston Author, Drupal for Designers (O’Reilly, 2012) danigrrl on Twitter/D.o Hi. I’m Dani.
  3. 3. LET’S TALK ABOUT USABILITY TESTING
  4. 4. WHY DO YOU NEED TO TEST? Learn how real people use the product Determine where to focus effort on improvements Make sure what you’re building actually solves a problem for its users
  5. 5. ASSUMPTIONS CAN BE DANGEROUS
  6. 6. https://youtu.be/WTYet-qf1jo
  7. 7. http://www.windowscentral.com/video-unreleased-windows-10-build-10114-shows- changes-start-menu-and-more
  8. 8. TEST PLANNING W O R K I N G W I T H Y O U R T E A M
  9. 9. ANATOMY OF A TEST PLAN Research goals Participant characteristics What will be tested Study logistics Tech Details
  10. 10. • Create ownership • Align on business and user goals • Help them learn the language of testing and research INVOLVE STAKEHOLDERS EARLY Test Planning, Video Features
  11. 11. • Moderated testing • Unmoderated testing • First-Click tests • Interviews • Card Sorts Tools: • Zurb’s Verify • UserTesting.com (or UsabilityHub) • Optimal Workshop • Join.Me/WebEx HAVE MULTIPLE METHODS
  12. 12. • Helps with buy-in • Ensures “representative- ness” of users • Don’t “go to Starbucks” unless THAT IS WHERE YOUR USERS ACTUALLY ARE Tools: • Survey Monkey • Google Forms SCREEN PARTICIPANTS CAREFULLY
  13. 13. • Logistics are the hardest part • Participants need frequent reminders Tools: • Reservio.com • Join.me • Scheduled Google Hangouts • Google Calendar with Reminders AUTOMATE SCHEDULING
  14. 14. CASE STUDY BENCHMARKING STUDY: SEARCH AND BROWSE UNMODERATED STUDY (USERTESTING.COM)
  15. 15. TEST DESIGN: USERTESTING.COM
  16. 16. TEST REPORTING AS MEMO
  17. 17. CASE STUDY GENERATIVE RESEARCH: MyLibrary/Account Features REMOTE MODERATED STUDY
  18. 18. ANALOG ORGANIZED READITFORME DIGITAL CHAOTIC SHAREWITHCOLLEAGUES HBRTRIBES HOW THEYFINDCONTENT AmbitiousLearner StrategyImplementer ABOUT CHARACTERISTICS PRIMARYDEVICES GOALS Get her point acrossto people who may not understand her industry or approach Keep track of thingsshe’sread so she can f nd them easily when she needsthem Lauren is in a high-level position that generally in- volves managing up and across, rather than down. She scours many dif erent sources for industry trends and leadership adv ice, and is often tasked with doing research on a specif c topic for her boss. When sharing, she is more likely to give her per- spective on the article, along with reference to a point made earlier. She w ill also share entire read- ing lists as a reference for a topic. I don’t use the Library feature. I put them in an L Drive on my computer... it would probably be better to do it your way. QUESTIONS Wherewasthat articleI read about [topic] that time?I need to shareit with [colleague]. “Let mecolor codethat so I don’t loseit.” How do I organizethismess? RELATIONSHIPWITH HBR Non-subscriber or lapsed. Finds content almost exclu- sively through third parties, e.g. social, email, RSS HBRTRIBES: StrategyImplementer IdeasTrader HOW WECAN HELPLAUREN 1. Make library searchable. 2. Allow export of lists to other applications, such as Pocket or Instapaper. 3. Make lists more visible and sortable f rom w ithin “ My Saves” 4. Make it easy to save PDFs from a reading list. HABITS&BEHAVIORS 1. Tends to save articles as a PDF w ithin a dedicated folder 2. Collects information from multiple sources, and wants a cohesive solution 3. Will send articles or lists t o colleagues as a way to back up a point or start dialogue 4. Depends on the ability to search their “ library” and spends time tagging/organizing the list when they remember Lauren (OfficeThought Leader) HOW THEYFINDCONTENT
  19. 19. CASE STUDY STUDY: RED BAR LOCATION UNMODERATED STUDY (Verify.com)
  20. 20. WRAPPING UP
  21. 21. • Start with the research goal • Involve stakeholders early • Use a variety of methods • Automate as much as possible Takeaways:
  22. 22. THANK YOU! EVALUATE THIS SESSION - LOSANGELES2015.DRUPAL.ORG/SCHEDULE TWI TTER: @ DANI G RRL DESI G N4DRUPAL. O RG

Many teams insist they have no time or budget for user testing, even if they're convinced of the benefits. But what if you could find ways to create, implement and report on usability issues quickly and collaboratively? In this session, designer and researcher Dani Nordin will outline the process she's developed at Harvard Business to bring user-centered design practices into an Agile product team. You'll learn techniques to rapidly benchmark your user experience, test and report findings , and align stakeholders on critical usability issues.

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