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"Just how do I design if not with prototyping? An excellent question. The short answer is 'on paper'."

- Alan Cooper
Resources and Tools
Testing Stage Checklist
Planning the test
1. Identify test and test format Test Type:
unselectable checkbox Exploratory
unselectable checkbox Early prototype
unselectable checkbox Advanced prototype
unselectable checkbox Comparative

Test Format:
unselectable checkbox In person
unselectable checkbox Remote
2. Prepare test objects unselectable checkbox Brand attributes table
unselectable checkbox Task flow storyboard
unselectable checkbox Cards (for card sort activity)
unselectable checkbox Prototype (paper or functioning)
unselectable checkbox Graphical mock-up
3. Develop recruiting plan for test participants unselectable checkbox Calculate required sample size
unselectable checkbox Determine target audience
unselectable checkbox Develop screener questionnaire
unselectable checkbox Determine compensation
4. Organize logistics unselectable checkbox Initiate recruiting (Allow at least two weeks)
unselectable checkbox Secure testing facility and required equipment
unselectable checkbox Review schedule
5. Create testing protocol and instruments unselectable checkbox Participant briefing
unselectable checkbox Informed consent form
unselectable checkbox Performance rating sheets (scenario based)
unselectable checkbox Questionnaires
unselectable checkbox Closing questions
unselectable checkbox Recording tools (scribe, audio, video, software, etc.)
6. Dry Run unselectable checkbox Run through a full mock test
Conducting the test
7. Assign roles unselectable checkbox Greeter
unselectable checkbox Facilitator
unselectable checkbox Observers
unselectable checkbox Scribes
8. Initial briefing unselectable checkbox Consent form
unselectable checkbox Introduction and general test protocol
9. Conduct the test unselectable checkbox Read participants one task at a time (or provide them with written tasks, one at a time)
10. Debriefing unselectable checkbox Post-test questionnaire
unselectable checkbox Compensate test participant
Post-test
11. Testing Re-cap unselectable checkbox Meet with usability testing team to discuss the tests and share observations while they're still fresh
12. Report unselectable checkbox Analyze data and observations from testing
unselectable checkbox Write test report and share findings with stakeholders
unselectable checkbox Outline "next steps"


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