A workshop we conducted at the University of British Columbia. A brief how-to guide on how to plan, recruit, set up, facilitate and analyze a usability testing campaign.
1. How to Run Your Own
Guerrilla Usability
Testing
A Guide By
John Chan & Jonathan Kift
April 18, 2012
Friday, 20 April, 12
2. So What Is Usability
Testing Anyway?
@jtcchan & @daftkifty
Friday, 20 April, 12
3. So what is
USABILITY TESTING anyway?
“ Usability really just means making sure that something
works well — whether it’s a Web site, a fighter jet or a
revolving door.
Steve Krug
Author of “Don’t Make Me Think”
@jtcchan & @daftkifty
Friday, 20 April, 12
4. So what is
USABILITY TESTING anyway?
Usability testing usually involves
1. Making a series of tasks for people to complete and
2. Noting any problems they come across
@jtcchan & @daftkifty
Friday, 20 April, 12
6. Why Should We
Test?
@jtcchan & @daftkifty
Friday, 20 April, 12
7. Why should we test?
Cultivate Surprises
It is an environment where we can find out how we intend
something will be used vs. how it actually is being used.
@jtcchan & @daftkifty
Friday, 20 April, 12
8. Why should we test?
Testing Works 99.99%* Of The Time
Even a ‘bad’ test with the wrong users can show you important
things you can do to improve your site.
* Can someone really make a design worse from testing?
Possibly but I honestly believe you can’t do wrong.
@jtcchan & @daftkifty
Friday, 20 April, 12
9. Why should we test?
Buy-In From Team & Stakeholders
User testing puts stakeholder and teams on common goals
with data. Also, great for informing decisions with greater
confidence. (e.g. picking “a” vs “b”)
@jtcchan & @daftkifty
Friday, 20 April, 12
10. What Should We
Test and When?
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Friday, 20 April, 12
11. What should we test and when?
When
Research
What
Current site
Competitors site
New Ideas
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Friday, 20 April, 12
12. What should we test and when?
When
Research Design
What
Current site Paper Prototypes
Competitors site Wireframes
New Ideas Mockups
@jtcchan & @daftkifty
Friday, 20 April, 12
13. What should we test and when?
When
Research Design Develop
What
Current site Paper Prototypes HTML Prototypes
Competitors site Wireframes Navigation
New Ideas Mockups Interactions
@jtcchan & @daftkifty
Friday, 20 April, 12
14. What should we test and when?
When
Research Design Develop Evaluate
What
Current site Paper Prototypes HTML Prototypes Live Site
Competitors site Wireframes Navigation A/B Testing
New Ideas Mockups Interactions Multivariate Testing
@jtcchan & @daftkifty
Friday, 20 April, 12
15. How to Run Your
Own Test
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Friday, 20 April, 12
16. How to Run Your Own Test
What you’ll need:
1 x Facilitator : someone that explains and goes through the tasks
@jtcchan & @daftkifty
Friday, 20 April, 12
17. How to Run Your Own Test
What you’ll need:
1 x Facilitator : someone that explains and goes through the tasks
1 x Observer/Recorder : someone that notes key observations
@jtcchan & @daftkifty
Friday, 20 April, 12
18. How to Run Your Own Test
What you’ll need:
1 x Facilitator : someone that explains and goes through the tasks
1 x Observer/Recorder : someone that notes key observations
1 x Laptop : for the participant to perform their test
@jtcchan & @daftkifty
Friday, 20 April, 12
19. How to Run Your Own Test
Nice to haves:
Some Money
(for recruiting!)
@jtcchan & @daftkifty
Friday, 20 April, 12
20. How to Run Your Own Test
Nice to haves:
Some Money Screen Recorder
(for recruiting!) (or a video camera)
@jtcchan & @daftkifty
Friday, 20 April, 12
21. How to Run Your Own Test
Planning
Before During After
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Friday, 20 April, 12
22. How to Run Your Own Test
Planning Facilitating
Before During After
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Friday, 20 April, 12
23. How to Run Your Own Test
Planning Facilitating Analyzing
Before During After
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Friday, 20 April, 12
24. How to Run Your Own Test
Planning Facilitating Analyzing
Before During After
@jtcchan & @daftkifty
Friday, 20 April, 12
27. Planning Your Test
1 Preparing Tasks
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Friday, 20 April, 12
28. Planning Your Test
1 Preparing Tasks
2 Recruiting Participants
@jtcchan & @daftkifty
Friday, 20 April, 12
29. Planning Your Test
1 Preparing Tasks
2 Recruiting Participants
3 Finding a Location
@jtcchan & @daftkifty
Friday, 20 April, 12
30. 1 On Preparing Tasks
Pick Tasks Based On Your Site/User Goals
What is your site trying to accomplish? What are your users
trying to accomplish?
@jtcchan & @daftkifty
Friday, 20 April, 12
31. 1 On Preparing Tasks
Keep It Under 15 Tasks
This takes about 45 minutes to complete, which is perfect if
you require participants an hour of their time. It also reduces
the amount of data analysis you’ll have to do, which increases
significantly with each new task you introduce.
@jtcchan & @daftkifty
Friday, 20 April, 12
32. 1 On Preparing Tasks
Create Tasks That Are Measurable
Pick tasks that are easy to determine success or completion.
This helps when you evaluate the data.
@jtcchan & @daftkifty
Friday, 20 April, 12
33. For Example
Bad Tasks Good Tasks
Search for a book. Please show me where would you look to see if
the library has a copy of the book titled The
Tipping Point by Malcolm Gladwell.
@jtcchan & @daftkifty
Friday, 20 April, 12
34. 2 Recruiting Participants
A few places that subjects can be found:
Coffee Shops, Bars, Malls, Libraries
Client or Colleague Contacts
Facebook/Twitter
Bulletin Boards
Classified Ads (e.g. Craigslist)
Mailing Lists
Amazon’s Mechanical Turk
@jtcchan & @daftkifty
Friday, 20 April, 12
35. 2 Recruiting Participants
Don’t Worry About Finding The Right Users
It’s good to test with the right people but it’s much more
important to test often and test early.
@jtcchan & @daftkifty
Friday, 20 April, 12
36. 2 Recruiting Participants
Use Incentives If You Need Their Time
It’s important to properly incentivize your volunteers and
participants. This makes recruitment much easier. Anything
under about 3 minutes can be free.
@jtcchan & @daftkifty
Friday, 20 April, 12
37. 2 Recruiting Participants
Some incentives you can use:
Cash
Gift Cards
Food and Drinks (Coffee, Pizza, Beer, Chocolate)
Movie Tickets
@jtcchan & @daftkifty
Friday, 20 April, 12
38. 2 Recruiting Participants
It’s Better to Have More Participants and
Fewer Tasks Per Session
In our experience, we’ve been much more effective in
recruiting for shorter tests and smaller incentives because
there’s less commitment involved.
@jtcchan & @daftkifty
Friday, 20 April, 12
39. 2 Recruiting Participants
You’ll Need 3-5 Participants Per Task
Most of the major findings will be revealed with the first 3
participants and the value of each new participant
significantly decreases over time.
@jtcchan & @daftkifty
Friday, 20 April, 12
40. 3 On Finding a Location
Pick An Open Area
This works better than a closed room as it is a more
comfortable environment to reduce anxiety.
@jtcchan & @daftkifty
Friday, 20 April, 12
41. 3 On Finding a Location
Ask beforehand
If you’re using a space like a mall, a school or coffee shop,
remember to reach out to the appropriate contacts to let them
know what you’re doing in advance. And remember to buy
coffee!
@jtcchan & @daftkifty
Friday, 20 April, 12
42. 3 On Finding a Location
Their Office is Too Far?
Visiting in person would be great but consider doing a remote
user testing by doing a video call (e.g. Skype) to conduct your
test.
@jtcchan & @daftkifty
Friday, 20 April, 12
43. How to Run Your Own Test
Planning Facilitating Analyzing
Before During After
@jtcchan & @daftkifty
Friday, 20 April, 12
46. Facilitating a Test
1 Preparation and Setup
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Friday, 20 April, 12
47. Facilitating a Test
1 Preparation and Setup
2 Moderating the Test
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Friday, 20 April, 12
48. Facilitating a Test
1 Preparation and Setup
2 Moderating the Test
3 Finishing Up a Session
@jtcchan & @daftkifty
Friday, 20 April, 12
49. Preparation and Setup
Here’s an example of our set up.
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Friday, 20 April, 12
50. 1 Preparation and Setup
Once Your Participant Arrives
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Friday, 20 April, 12
51. 1 Preparation and Setup
Once Your Participant Arrives
• Welcome them and thank them for joining you
@jtcchan & @daftkifty
Friday, 20 April, 12
52. 1 Preparation and Setup
Once Your Participant Arrives
• Welcome them and thank them for joining you
• Explain what you’re doing and how the test works
@jtcchan & @daftkifty
Friday, 20 April, 12
53. 1 Preparation and Setup
Once Your Participant Arrives
• Welcome them and thank them for joining you
• Explain what you’re doing and how the test works
• Let them know you’re recording for research purposes and
ask them to sign a waiver
@jtcchan & @daftkifty
Friday, 20 April, 12
54. 1 Preparation and Setup
Once Your Participant Arrives
• Welcome them and thank them for joining you
• Explain what you’re doing and how the test works
• Let them know you’re recording for research purposes and
ask them to sign a waiver
• Remind them you’re testing the site, not them - no pressure!
@jtcchan & @daftkifty
Friday, 20 April, 12
55. 1 Preparation and Setup
Once Your Participant Arrives
• Welcome them and thank them for joining you
• Explain what you’re doing and how the test works
• Let them know you’re recording for research purposes and
ask them to sign a waiver
• Remind them you’re testing the site, not them - no pressure!
• Ask them to pretend they’re using the site “by themselves”
but encourage them to think aloud
@jtcchan & @daftkifty
Friday, 20 April, 12
56. 1 Preparation and Setup
Encourage Them To Think Aloud
This bears repeating. This is HOW you find out what they’re
thinking as they go through your site. Important!
@jtcchan & @daftkifty
Friday, 20 April, 12
57. 2 Moderating the Test
Start With a Simple Task
This helps them build their confidence and puts them at ease.
You’ll want them to think “hey, this is easy - I can do this!”
@jtcchan & @daftkifty
Friday, 20 April, 12
58. 2 Moderating the Test
Resist Giving Hints Or Ask Leading
Questions
Watch out for using “keywords” from your tasks as that may
not be a sign that your site is easy to use. If appropriate, try to
use synonyms for the answers they’re looking for.
@jtcchan & @daftkifty
Friday, 20 April, 12
59. 2 Moderating the Test
Know When To Stop
If your subject is clearly having troubles, it’s okay to ask
“would you keep looking or give up”?
@jtcchan & @daftkifty
Friday, 20 April, 12
60. 2 Moderating the Test
Good Questions for Moderating
“What are you currently thinking?”
“What would are you looking for?
“Is that what you were expecting?”
“What do you think would happen next?”
@jtcchan & @daftkifty
Friday, 20 April, 12
61. 3 Finishing Up Your Test
Once You’re Done With Tasks
@jtcchan & @daftkifty
Friday, 20 April, 12
62. 3 Finishing Up Your Test
Once You’re Done With Tasks
• Answer any questions they may have
@jtcchan & @daftkifty
Friday, 20 April, 12
63. 3 Finishing Up Your Test
Once You’re Done With Tasks
• Answer any questions they may have
• Start the post-test survey
@jtcchan & @daftkifty
Friday, 20 April, 12
64. 3 Finishing Up Your Test
Once You’re Done With Tasks
• Answer any questions they may have
• Start the post-test survey
• Thank them for their help and give them their incentive
@jtcchan & @daftkifty
Friday, 20 April, 12
65. 3 Finishing Up Your Test
Once You’re Done With Tasks
• Answer any questions they may have
• Start the post-test survey
• Thank them for their help and give them their incentive
• Record any key takeaways immediately
@jtcchan & @daftkifty
Friday, 20 April, 12
66. 3 Finishing Up Your Test
Once You’re Done With Tasks
• Answer any questions they may have
• Start the post-test survey
• Thank them for their help and give them their incentive
• Record any key takeaways immediately
• Prepare for the next test
@jtcchan & @daftkifty
Friday, 20 April, 12
67. How to Run Your Own Test
Planning Facilitating Analyzing
Before During After
@jtcchan & @daftkifty
Friday, 20 April, 12
68. Analyzing Test
Results
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Friday, 20 April, 12
69. Analyzing Test Results
Debrief With Your Team Immediately
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Friday, 20 April, 12
70. Analyzing Test Results
Debrief With Your Team Immediately
• Discuss key takeaways and note problems
@jtcchan & @daftkifty
Friday, 20 April, 12
71. Analyzing Test Results
Debrief With Your Team Immediately
• Discuss key takeaways and note problems
• Determine what is easy “easy to fix”
@jtcchan & @daftkifty
Friday, 20 April, 12
72. Analyzing Test Results
Debrief With Your Team Immediately
• Discuss key takeaways and note problems
• Determine what is easy “easy to fix”
• Schedule the changes in for the next iteration
@jtcchan & @daftkifty
Friday, 20 April, 12
73. Analyzing Test Results
Debrief With Your Team Immediately
• Discuss key takeaways and note problems
• Determine what is easy “easy to fix”
• Schedule the changes in for the next iteration
• Prepare for the next test
@jtcchan & @daftkifty
Friday, 20 April, 12
74. Analyzing Test Results
Ignore “Kayak” Problems
@jtcchan & @daftkifty
Friday, 20 April, 12
75. Analyzing Test Results
Ignore “Kayak” Problems
Unless you have none, look for “low hanging fruits”. If you find
your participants are getting lost but end up finding the
correct answer with the “wrong path”, the problem is probably
safe to ignore.
@jtcchan & @daftkifty
Friday, 20 April, 12
76. How We Do Our
Testing
@jtcchan & @daftkifty
Friday, 20 April, 12
78. “5-Second Test”
Goals
Helps us understand if our users “get it” (e.g. if this page is
trying to help them find and research stuff, can they figure
this out on their own?).
@jtcchan & @daftkifty
Friday, 20 April, 12
79. “5-Second Test”
Requirements
A sketch, wireframe, mock-up or complete design you can
show people. No interactivity is required.
@jtcchan & @daftkifty
Friday, 20 April, 12
80. “5-Second Test”
Method
Done in person. Approach strangers that “seem idle” and ask
them if they have 2 minutes? No incentives required. If they’re
on Facebook, they usually have to say yes!
@jtcchan & @daftkifty
Friday, 20 April, 12
81. “5-Second Test”
Procedure
Let them know you’re designing a site and you need their
opinion. Show them the design for 5 seconds and ask them:
1. What they saw
2. What they they think the site is trying to do
3. If they were to do something on the site, what would they
click?
@jtcchan & @daftkifty
Friday, 20 April, 12
82. Task Analysis
@jtcchan & @daftkifty
Friday, 20 April, 12
83. Task Analysis
Goals
Finds out if our visitors can use our site and elicit key design
problems.
@jtcchan & @daftkifty
Friday, 20 April, 12
84. Task Analysis
Requirements
A prototype or complete design you can have people play with.
You’ll need to go through the standard preparations (create
tasks, find locations and a small budget for incentives).
@jtcchan & @daftkifty
Friday, 20 April, 12
85. Task Analysis
Setup
A table, 2 computers and 3 team
members (one for facilitating, one for
observing and one for dealing with sign-
ups).
And a BIG sign that says
“FREE CHOCOLATE BARS”
@jtcchan & @daftkifty
Friday, 20 April, 12
86. Task Analysis
Record And Review Our Findings
We enter all our data into a spreadsheet to look for trends, key findings, and patterns.
@jtcchan & @daftkifty
Friday, 20 April, 12
87. Thank you!
Questions?
Email us at
john.chan@ubc.ca / jonathan.kift@ubc.ca
or on Twitter
@jtcchan / @daftkifty
Friday, 20 April, 12