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How to Run Your Own


             Guerrilla Usability
                  Testing
                               A Guide By
                       John Chan & Jonathan Kift

                              April 18, 2012




Friday, 20 April, 12
So What Is Usability
     Testing Anyway?

                       @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
Here’s an example:




                           @jtcchan & @daftkifty

Friday, 20 April, 12
Why Should We
                           Test?

                            @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
What Should We
                       Test and When?

                            @jtcchan & @daftkifty

Friday, 20 April, 12
What should we test and when?

               When

                  Research


               What
                Current site
                Competitors site
                New Ideas



                                       @jtcchan & @daftkifty

Friday, 20 April, 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
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
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
How to Run Your
                          Own Test

                             @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
How to Run Your Own Test


                                           Nice to haves:




                       Some Money
                       (for recruiting!)

                                           @jtcchan & @daftkifty

Friday, 20 April, 12
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
How to Run Your Own Test




                       Planning




                        Before                 During            After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
How to Run Your Own Test




                       Planning           Facilitating




                        Before                 During            After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
How to Run Your Own Test




                       Planning           Facilitating           Analyzing




                        Before                 During               After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
How to Run Your Own Test




                       Planning           Facilitating           Analyzing




                        Before                 During               After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
Planning Your Test


                       @jtcchan & @daftkifty

Friday, 20 April, 12
Planning Your Test




                           @jtcchan & @daftkifty

Friday, 20 April, 12
Planning Your Test




                         1     Preparing Tasks




                             @jtcchan & @daftkifty

Friday, 20 April, 12
Planning Your Test




                         1     Preparing Tasks

                         2     Recruiting Participants




                             @jtcchan & @daftkifty

Friday, 20 April, 12
Planning Your Test




                         1     Preparing Tasks

                         2     Recruiting Participants

                         3     Finding a Location




                             @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
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
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
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
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
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
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
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
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
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
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
How to Run Your Own Test




                       Planning           Facilitating           Analyzing




                        Before                 During               After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
Facilitating A Test


                       @jtcchan & @daftkifty

Friday, 20 April, 12
Facilitating a Test




                            @jtcchan & @daftkifty

Friday, 20 April, 12
Facilitating a Test




                         1     Preparation and Setup




                             @jtcchan & @daftkifty

Friday, 20 April, 12
Facilitating a Test




                         1     Preparation and Setup

                         2     Moderating the Test




                             @jtcchan & @daftkifty

Friday, 20 April, 12
Facilitating a Test




                         1     Preparation and Setup

                         2     Moderating the Test

                         3     Finishing Up a Session




                             @jtcchan & @daftkifty

Friday, 20 April, 12
Preparation and Setup

                        Here’s an example of our set up.




                                 @jtcchan & @daftkifty

Friday, 20 April, 12
1   Preparation and Setup



               Once Your Participant Arrives




                                  @jtcchan & @daftkifty

Friday, 20 April, 12
1    Preparation and Setup



               Once Your Participant Arrives
               • Welcome them and thank them for joining you




                                                @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
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
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
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
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
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
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
3 Finishing Up Your Test


               Once You’re Done With Tasks




                                  @jtcchan & @daftkifty

Friday, 20 April, 12
3 Finishing Up Your Test


               Once You’re Done With Tasks
               • Answer any questions they may have




                                               @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
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
How to Run Your Own Test




                       Planning           Facilitating           Analyzing




                        Before                 During               After




                                         @jtcchan & @daftkifty

Friday, 20 April, 12
Analyzing Test
                          Results

                            @jtcchan & @daftkifty

Friday, 20 April, 12
Analyzing Test Results



               Debrief With Your Team Immediately




                                 @jtcchan & @daftkifty

Friday, 20 April, 12
Analyzing Test Results



               Debrief With Your Team Immediately
               • Discuss key takeaways and note problems




                                               @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
Analyzing Test Results



               Ignore “Kayak” Problems




                                 @jtcchan & @daftkifty

Friday, 20 April, 12
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
How We Do Our
                          Testing

                            @jtcchan & @daftkifty

Friday, 20 April, 12
“5-Second Test”


                             @jtcchan & @daftkifty

Friday, 20 April, 12
“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
“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
“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
“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
Task Analysis


                            @jtcchan & @daftkifty

Friday, 20 April, 12
Task Analysis



               Goals
               Finds out if our visitors can use our site and elicit key design
               problems.




                                                    @jtcchan & @daftkifty

Friday, 20 April, 12
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
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
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
Thank you!
                                       Questions?
                                      Email us at
                         john.chan@ubc.ca / jonathan.kift@ubc.ca

                                      or on Twitter
                                  @jtcchan / @daftkifty




Friday, 20 April, 12

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How To Run Your Own Guerrilla Usability Testing

  • 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
  • 5. Here’s an example: @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? @jtcchan & @daftkifty Friday, 20 April, 12
  • 11. What should we test and when? When Research What Current site Competitors site New Ideas @jtcchan & @daftkifty 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 @jtcchan & @daftkifty 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 @jtcchan & @daftkifty Friday, 20 April, 12
  • 22. How to Run Your Own Test Planning Facilitating Before During After @jtcchan & @daftkifty Friday, 20 April, 12
  • 23. How to Run Your Own Test Planning Facilitating Analyzing Before During After @jtcchan & @daftkifty Friday, 20 April, 12
  • 24. How to Run Your Own Test Planning Facilitating Analyzing Before During After @jtcchan & @daftkifty Friday, 20 April, 12
  • 25. Planning Your Test @jtcchan & @daftkifty Friday, 20 April, 12
  • 26. Planning Your Test @jtcchan & @daftkifty Friday, 20 April, 12
  • 27. Planning Your Test 1 Preparing Tasks @jtcchan & @daftkifty 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
  • 44. Facilitating A Test @jtcchan & @daftkifty Friday, 20 April, 12
  • 45. Facilitating a Test @jtcchan & @daftkifty Friday, 20 April, 12
  • 46. Facilitating a Test 1 Preparation and Setup @jtcchan & @daftkifty Friday, 20 April, 12
  • 47. Facilitating a Test 1 Preparation and Setup 2 Moderating the Test @jtcchan & @daftkifty 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. @jtcchan & @daftkifty Friday, 20 April, 12
  • 50. 1 Preparation and Setup Once Your Participant Arrives @jtcchan & @daftkifty 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 @jtcchan & @daftkifty Friday, 20 April, 12
  • 69. Analyzing Test Results Debrief With Your Team Immediately @jtcchan & @daftkifty 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
  • 77. “5-Second Test” @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