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Good Objectives:
- "Can users complete onboarding in <5 minutes?"
- "Can users find and use the export feature?"
- "Do users understand the pricing page?"
Bad Objectives:
- "Test the UI" (too vague)
- "See if users like it" (subjective, not behavioral)Good Objectives:
- "Can users complete onboarding in <5 minutes?"
- "Can users find and use the export feature?"
- "Do users understand the pricing page?"
Bad Objectives:
- "Test the UI" (too vague)
- "See if users like it" (subjective, not behavioral)Examples:
- Where do users get stuck during sign-up?
- Can users find the settings page?
- Do users understand what each tier includes?
- What errors do users encounter?Examples:
- Where do users get stuck during sign-up?
- Can users find the settings page?
- Do users understand what each tier includes?
- What errors do users encounter?Example Tasks (Project Management Tool): 1. Sign up and create account
2. Create your first project
3. Invite a team member
4. Assign a task to someone
5. Export project dataExample Tasks (Project Management Tool): 1. Sign up and create account
2. Create your first project
3. Invite a team member
4. Assign a task to someone
5. Export project dataSample Size:
- 5-8 users per persona
- After 5 users, diminishing returns (Nielsen's research)
- Test in waves: 5 users → fix issues → test 5 more
Recruitment Criteria:
- Match target persona
- Haven't used product before (for onboarding tests)
- Or: Active users (for feature tests)
Incentives:
- $50-100 per hour (B2C)
- $100-200 per hour (B2B professionals)
- Gift cards work wellSample Size:
- 5-8 users per persona
- After 5 users, diminishing returns (Nielsen's research)
- Test in waves: 5 users → fix issues → test 5 more
Recruitment Criteria:
- Match target persona
- Haven't used product before (for onboarding tests)
- Or: Active users (for feature tests)
Incentives:
- $50-100 per hour (B2C)
- $100-200 per hour (B2B professionals)
- Gift cards work well"Your team is launching a new project next week. Create a project
called 'Q2 Launch' and invite john@example.com to collaborate.""Click the 'New Project' button, then enter 'Q2 Launch', then
click Settings, then click Invite, then enter email.""Your team is launching a new project next week. Create a project
called 'Q2 Launch' and invite john@example.com to collaborate.""Click the 'New Project' button, then enter 'Q2 Launch', then
click Settings, then click Invite, then enter email."Scenario: [Context/Motivation]
Goal: [What they need to accomplish]
Success Criteria: [How to know they completed it]
Example:
Scenario: You're preparing for a client meeting tomorrow and need to review past conversations.
Goal: Find all conversations with "Acme Corp" from the last 30 days
Success Criteria: User successfully uses search/filter to find conversationsScenario: [Context/Motivation]
Goal: [What they need to accomplish]
Success Criteria: [How to know they completed it]
Example:
Scenario: You're preparing for a client meeting tomorrow and need to review past conversations.
Goal: Find all conversations with "Acme Corp" from the last 30 days
Success Criteria: User successfully uses search/filter to find conversations"Please think aloud as you work. Tell me what you're looking for,
what you're thinking, what you're trying to do. There are no
wrong answers - we're testing the product, not you.""Please think aloud as you work. Tell me what you're looking for,
what you're thinking, what you're trying to do. There are no
wrong answers - we're testing the product, not you."Completion Questions:
- 'On a scale of 1-5, how easy was that task?'
- 'What were you expecting to see?'
- 'What was confusing about that?'
- 'If you could change one thing, what would it be?'
Discovery Questions:
- 'Where did you expect to find that?'
- 'What do you think this [feature] does?'
- 'Why did you click there?'Completion Questions:
- 'On a scale of 1-5, how easy was that task?'
- 'What were you expecting to see?'
- 'What was confusing about that?'
- 'If you could change one thing, what would it be?'
Discovery Questions:
- 'Where did you expect to find that?'
- 'What do you think this [feature] does?'
- 'Why did you click there?'Measurement:
- Completed: User achieved goal without help
- Partial: User achieved goal with hints
- Failed: User could not complete task
Calculation: Task Success Rate = (Completed Tasks / Total Attempts) × 100
Target: ≥80% for core tasksMeasurement:
- Completed: User achieved goal without help
- Partial: User achieved goal with hints
- Failed: User could not complete task
Calculation: Task Success Rate = (Completed Tasks / Total Attempts) × 100
Target: ≥80% for core tasksMeasurement:
- Start timer when task begins
- Stop when user completes or gives up
Analysis:
- Compare to baseline/previous tests
- Identify outliers (very fast or very slow)
Target: Varies by task complexity
- Simple task (e.g., log in): <30 seconds
- Medium task (e.g., create project): 1-2 minutes
- Complex task (e.g., configure integration): 3-5 minutesMeasurement:
- Start timer when task begins
- Stop when user completes or gives up
Analysis:
- Compare to baseline/previous tests
- Identify outliers (very fast or very slow)
Target: Varies by task complexity
- Simple task (e.g., log in): <30 seconds
- Medium task (e.g., create project): 1-2 minutes
- Complex task (e.g., configure integration): 3-5 minutesErrors:
- Wrong path taken
- Incorrect button clicked
- Had to backtrack
- Gave up and tried different approach
Calculation: Errors per Task = Total Errors / Number of Users
Target: <2 errors per taskErrors:
- Wrong path taken
- Incorrect button clicked
- Had to backtrack
- Gave up and tried different approach
Calculation: Errors per Task = Total Errors / Number of Users
Target: <2 errors per taskPost-Task Question:
"How satisfied are you with completing this task?" (1-5 scale)
1 = Very Dissatisfied
2 = Dissatisfied
3 = Neutral
4 = Satisfied
5 = Very Satisfied
Target: ≥4.0 averagePost-Task Question:
"How satisfied are you with completing this task?" (1-5 scale)
1 = Very Dissatisfied
2 = Dissatisfied
3 = Neutral
4 = Satisfied
5 = Very Satisfied
Target: ≥4.0 averageSeverity = Impact × FrequencySeverity = Impact × Frequency1 - Low Impact:
- Minor inconvenience
- User can easily recover
- Cosmetic issue
2 - Medium Impact:
- Causes delay or confusion
- User eventually figures it out
- Moderate frustration
3 - High Impact:
- Blocks task completion
- User cannot proceed without help
- Critical to core functionality1 - Low Impact:
- Minor inconvenience
- User can easily recover
- Cosmetic issue
2 - Medium Impact:
- Causes delay or confusion
- User eventually figures it out
- Moderate frustration
3 - High Impact:
- Blocks task completion
- User cannot proceed without help
- Critical to core functionality1 - Rare:
- Only 1-2 users encountered
- Edge case
- Specific conditions
2 - Occasional:
- 3-5 users encountered
- Somewhat common
- Specific user types
3 - Frequent:
- Most/all users encountered
- Consistent issue
- All user types1 - Rare:
- Only 1-2 users encountered
- Edge case
- Specific conditions
2 - Occasional:
- 3-5 users encountered
- Somewhat common
- Specific user types
3 - Frequent:
- Most/all users encountered
- Consistent issue
- All user typesCritical (8-9):
- Impact: 3, Frequency: 3
- Blocks most users
→ Fix immediately before release
High (6-7):
- Impact: 3, Frequency: 2 OR Impact: 2, Frequency: 3
- Significant delay or frequent minor issue
→ Fix before release
Medium (4-5):
- Impact: 2, Frequency: 2 OR Impact: 3, Frequency: 1
- Minor frustration or rare blocker
→ Fix in next release
Low (1-3):
- Impact: 1, Frequency: 1-3
- Cosmetic or rare minor issue
→ BacklogCritical (8-9):
- Impact: 3, Frequency: 3
- Blocks most users
→ Fix immediately before release
High (6-7):
- Impact: 3, Frequency: 2 OR Impact: 2, Frequency: 3
- Significant delay or frequent minor issue
→ Fix before release
Medium (4-5):
- Impact: 2, Frequency: 2 OR Impact: 3, Frequency: 1
- Minor frustration or rare blocker
→ Fix in next release
Low (1-3):
- Impact: 1, Frequency: 1-3
- Cosmetic or rare minor issue
→ BacklogQuestions (Odd = Positive, Even = Negative): 1. I think I would like to use this product frequently
2. I found the product unnecessarily complex
3. I thought the product was easy to use
4. I think I would need support to use this product
5. I found the various functions well integrated
6. I thought there was too much inconsistency
7. I imagine most people would learn this quickly
8. I found the product cumbersome to use
9. I felt very confident using the product
10. I needed to learn a lot before getting going
Scoring:
- Odd questions: Score - 1
- Even questions: 5 - Score
- Sum all scores
- Multiply by 2.5
- Result: 0-100 score
Interpretation:
≥80: Excellent
68-79: Good (industry average)
51-67: OK
<51: Needs significant improvementQuestions (Odd = Positive, Even = Negative): 1. I think I would like to use this product frequently
2. I found the product unnecessarily complex
3. I thought the product was easy to use
4. I think I would need support to use this product
5. I found the various functions well integrated
6. I thought there was too much inconsistency
7. I imagine most people would learn this quickly
8. I found the product cumbersome to use
9. I felt very confident using the product
10. I needed to learn a lot before getting going
Scoring:
- Odd questions: Score - 1
- Even questions: 5 - Score
- Sum all scores
- Multiply by 2.5
- Result: 0-100 score
Interpretation:
≥80: Excellent
68-79: Good (industry average)
51-67: OK
<51: Needs significant improvementusability_test_summary:
date: '2024-01-20'
participants: 8
participant_profile: 'New users, age 25-45, tech-savvy'
tasks:
- task: 'Create a new project'
success_rate: '87.5% (7/8)'
avg_time: '1m 24s'
errors: 1.2 per user
satisfaction: 4.3/5
- task: 'Invite team member'
success_rate: '62.5% (5/8)'
avg_time: '2m 45s'
errors: 2.8 per user
satisfaction: 3.1/5
issues:
- issue: "Users can't find 'Invite' button"
severity: high
impact: 3
frequency: 3
affected_users: 7/8
recommendation: "Move 'Invite' button to top of project page, make it more prominent"
- issue: 'Confusion about project vs workspace'
severity: medium
impact: 2
frequency: 3
affected_users: 6/8
recommendation: 'Add tooltip explaining difference, update onboarding'
- issue: 'Export button text unclear'
severity: low
impact: 1
frequency: 2
affected_users: 2/8
recommendation: "Change 'Export' to 'Export to CSV'"
sus_score: 72 (Good)
key_insights:
- 'Onboarding is smooth (87.5% success)'
- 'Team collaboration features hard to discover'
- 'Overall product easy to use once features are found'
recommended_actions:
1. "High priority: Redesign invite flow"
2. "Medium priority: Add contextual help for workspace vs project"
3. "Low priority: Update button labels"usability_test_summary:
date: '2024-01-20'
participants: 8
participant_profile: 'New users, age 25-45, tech-savvy'
tasks:
- task: 'Create a new project'
success_rate: '87.5% (7/8)'
avg_time: '1m 24s'
errors: 1.2 per user
satisfaction: 4.3/5
- task: 'Invite team member'
success_rate: '62.5% (5/8)'
avg_time: '2m 45s'
errors: 2.8 per user
satisfaction: 3.1/5
issues:
- issue: "Users can't find 'Invite' button"
severity: high
impact: 3
frequency: 3
affected_users: 7/8
recommendation: "Move 'Invite' button to top of project page, make it more prominent"
- issue: 'Confusion about project vs workspace'
severity: medium
impact: 2
frequency: 3
affected_users: 6/8
recommendation: 'Add tooltip explaining difference, update onboarding'
- issue: 'Export button text unclear'
severity: low
impact: 1
frequency: 2
affected_users: 2/8
recommendation: "Change 'Export' to 'Export to CSV'"
sus_score: 72 (Good)
key_insights:
- 'Onboarding is smooth (87.5% success)'
- 'Team collaboration features hard to discover'
- 'Overall product easy to use once features are found'
recommended_actions:
1. "High priority: Redesign invite flow"
2. "Medium priority: Add contextual help for workspace vs project"
3. "Low priority: Update button labels"Pros:
- Can test with users anywhere
- Lower cost (no travel)
- Easier to recruit
- Record sessions easily
Cons:
- Can't see body language as well
- Technical issues possible
- Harder to build rapport
- Screen sharing can lag
Best Practices:
- Test your setup beforehand
- Have backup communication method
- Ask user to share screen + turn on camera
- Record session (with permission)Pros:
- 可测试全球各地用户
- 成本更低(无需差旅)
- 招募参与者更易
- 便于录制测试会话
Cons:
- 难以清晰观察肢体语言
- 可能出现技术问题
- 难以建立信任关系
- 屏幕共享可能卡顿
Best Practices:
- 提前测试设备设置
- 准备备用沟通方式
- 要求用户共享屏幕并开启摄像头
- 经许可后录制会话Pros:
- See full body language
- Better rapport
- No technical issues
- Can see facial expressions
Cons:
- Limited geographic reach
- Higher cost
- Harder to schedule
- Need physical space
Best Practices:
- Set up quiet room
- Have snacks/water
- Use screen recording software
- Position yourself behind/beside userPros:
- 可观察完整肢体语言
- 更易建立信任关系
- 无技术问题
- 可观察面部表情
Cons:
- 地理范围受限
- 成本更高
- 安排日程更难
- 需要实体测试空间
Best Practices:
- 布置安静的测试房间
- 提供零食和饮用水
- 使用屏幕录制软件
- 站在或坐在用户身后/旁边When to Test:
- Pre-launch: Test prototypes/designs
- Post-launch: Test new features
- Ongoing: Test every major release
- Quarterly: Full usability audit
Continuous Testing:
- Week 1: Test with 5 users
- Week 2: Fix issues
- Week 3: Test with 5 new users
- Repeat until success rate ≥80%When to Test:
- Pre-launch: Test prototypes/designs
- Post-launch: Test new features
- Ongoing: Test every major release
- Quarterly: Full usability audit
Continuous Testing:
- Week 1: Test with 5 users
- Week 2: Fix issues
- Week 3: Test with 5 new users
- Repeat until success rate ≥80%Remote Testing:
- UserTesting.com (recruit + test)
- UserZoom (enterprise solution)
- Lookback (live testing)
- Maze (unmoderated testing)
Recording:
- Zoom (screen + audio)
- Loom (quick recordings)
- OBS (advanced recording)
Analysis:
- Dovetail (organize insights)
- Notion (collaborative notes)
- Miro (affinity mapping)
- Excel/Sheets (metrics tracking)Remote Testing:
- UserTesting.com (recruit + test)
- UserZoom (enterprise solution)
- Lookback (live testing)
- Maze (unmoderated testing)
Recording:
- Zoom (screen + audio)
- Loom (quick recordings)
- OBS (advanced recording)
Analysis:
- Dovetail (organize insights)
- Notion (collaborative notes)
- Miro (affinity mapping)
- Excel/Sheets (metrics tracking)