Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

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McGloon © 2013 Teresa Washburn and John McGloon Design usability tests to make data-driven design decisions John McGloon Teresa Washburn
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    21-Oct-2014
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Usability Testing is an extremely exciting opportunity since it connects us face to face with our users. When done well, it is among the most productive activities that any UX team can engage in. Information architects, interaction designers, and visual designers share equal stake in sound results garnered from well-executed usability testing. Learn how to plan and execute great usability tests. Make key links between personas and test screeners. Select key tasks for testing and trace those to the accompanying script. Facilitate a usability test well. Understand pros and cons for observers. Incorporate key information architecture methods, such as card sorts, into a usability test.

Transcript of Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

Page 1: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon© 2013 Teresa Washburn and John McGloon

Design usability tests to make data-driven design decisions

John McGloonTeresa Washburn

Page 2: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon

Things we’ll cover

• Write better screeners by linking personas• Prioritize with task sampling and selection• Write a test script • Use various prototypes• Facilitate a test• Plan for observers• Incorporate additional methods (card sorts,

system usability scales)• Summarize a usability test

© 2013 Teresa Washburn and John McGloon

Page 3: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon

Step 1: Have a plan• What are your goals?• What does success look like?

– Meet with your stakeholders and define success• Why should you define success with

stakeholders?– Gets everyone on the same page– When observing, everyone should be coming from

the same position– After the test, there will be less chance of

miscommunication© 2013 Teresa Washburn and John McGloon

Page 4: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon

What are personas?

• Personas are a guide to help the team keep the user top of mind

• Audience and purpose• Make generalizations!

© 2013 Teresa Washburn and John McGloon

Page 5: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Persona map

© 2013 Teresa Washburn and John McGloon

Page 7: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon

Link personas to your screener!

• Write screener questions that only Taylor Biggs could answer

• Watch out for Taylor imposters• Constructing the right screener will get you

the right participant• Make better design decisions based on the

right set of participants

© 2013 Teresa Washburn and John McGloon

Page 8: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Prioritize with task sampling and selection

• How do you decide what to have the participant do? – What are your goals?

• Complete a task analysis

Goal

SubtaskSubtask

Task TaskTask

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Task analysis: Checkout2.0

Scan products (repeat for ea. Item)

2.1Locate

barcode on

product

2.1.1No

barcode located

2.2Place

Barcode in

infrared beam

2.3Rotate

until price registers (“beep”)

2.4Verify

scanned price

=expected price)

2.3.1Price

does not register

2.4.1Price is

not correct

Go to 2.6 (FAIL)

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Write the Test Script

• Script everything – even your greeting. Consistency is key!

• Start with your goals• Consider how learnable your task is

– Switch the order of tasks• What are you trying to observe?

– Be careful not to help them if they get stuck

© 2013 Teresa Washburn and John McGloon

Page 12: Design usability tests to make data-driven design decisions by Teresa Washburn and John McGloon

© 2013 Teresa Washburn and John McGloon

Use various prototypes

• Prototyping: keep it simple• Don’t have enough budget? Consider paper

prototyping.

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Facilitate a test

• Facilitating is an art• Professionals learn as an apprentices with little

formal practice• The importance of “Think aloud”• Dumas’ and Loring’s (10) Golden Rules:

– Participants are the experts; you are in charge.– Let the participants speak!– Be unbiased.

• Moderator role: all logistics, pacing, interaction

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Plan for observers

Pros Cons

See the usability items under consideration

Can be distracting

Always surprised by what they see Can make participants feel uncomfortable

May build confidence in UX May latch on to single observation

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Incorporate additional methods (card sorts, system usability scales)

• Card sorts• System Usability scales• Product reaction cards

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloonCard sortsCard sorts

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Card sorts: results

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

System Usability Scale

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon 19

System Usability Scale results

Aggregate usability score:

81

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Product reaction cardsAccessible Desirable Gets in the way Patronizing Stressful

Appealing Easy to use Hard to use Personal Time-consuming

Attractive Efficient High quality Predictable Time-saving

Busy Empowering Inconsistent Relevant Too technical

Collaborative Exciting Intimidating Reliable Trustworthy

Complex Familiar Inviting Rigid Uncontrollable

Comprehensive Fast Motivating Simplistic Unconventional

Confusing Flexible Not valuable Slow Unpredictable

Connected Fresh Organized Sophisticated Usable

Consistent Frustrating Overbearing Stimulating Useful

Customizable Fun Overwhelming Straight Forward Valuable

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Product reaction cards: results

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Product reaction cards: results

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Summarize a usability test: sample outline

1. Overview or executive summary2. Goals3. Methodology4. Participant Profile5. Tasks6. Findings / Recommendations7. Appendix(And the “question” of highlights.)

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Summarize a usability test

• Audience and purpose• Budget and timing• Organizing

– By severity– By category– Content– By action required

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon 25

Overview Screen: Usability Issues

Update Numbers

Some participants were unsure what the update numbers referred to. One thought they represented summary info of the maintenance alerts below. Others thought they referred to the number of devices in each of those states.

Severity

3 - Moderate© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Questions about anything we’ve covered:

• Write better screeners by linking personas• Prioritize with task sampling and selection• Write a test script • Use various prototypes (no prototyping will be done,

but examples will be provided)• Facilitate a test• Plan for observers• Incorporate additional methods (card sorts, system

usability scales)• Summarize a usability test

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Further reading

• Moderating Usability Tests: Principles and Practices for Interacting (Interactive Technologies) by Joseph Dumas and Beth Loring.

• User and Task Analysis for Interface Design by JoAnn Hackos, and Janice Redish.

• A Practical Guide to Usability Testing by Joseph Dumas and Janice Redish.

© 2013 Teresa Washburn and John McGloon

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© 2013 Teresa Washburn and John McGloon

Interested to learn more?

If you would like more information about usability testing, the user experience field, or how technical communication fits with those, feel free to provide your contact information and we’ll be in touch.

Thank you!

© 2013 Teresa Washburn and John McGloon