Usability Testing for Beginners: Watch 5 Users, Log Where They Struggle, Plan Fixes

Project & Development

Usability Testing for Beginners: Watch 5 Users, Log Where They Struggle, Plan Fixes

First-time testers of their own site or app use this beginner usability testing template to watch 5 people, find hard-to-use spots, and set a fix order. Page 1 sets what to test and drafts 3 tasks plus 5 participant conditions, page 2 records a 5-person observation log while they think aloud, page 3 groups the stumbles into 3 islands and picks the top 3 to fix, and page 4 plans fixes and owners, reviews the test process with KPT, and sets up a retest. The task board runs 5 columns from preparing through retest check, holding 4 parent tasks tied to the 4 pages and 3 subtasks each. Even if you have never run a usability test, following the board from page 1 and reading the e.g. examples gets you through one full round of testing and a fix plan. A small group of testers often stumbles at the same spot, so try it with 5 people first, then retest the same task after fixing it. Useful for a personal website, a small team's app, or reviewing an internal tool.

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usability testing UX research website improvement app development for beginners
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Preview mode Usability Testing for Beginners: Watch 5 Users, Log Where They Struggle, Plan Fixes

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① What You're Testing & Want to K... ② Scenarios to Test (when & why t... ③ Participant Conditions ④ How to Recruit Participants ⑤ 3 Test Tasks (built from the scenar... ⑥ Day-of Flow (⑤'s 3 tasks, one perso... ⑦ Observation Log (○=did it alone △=s... ⑧ Can't Find It (turn ⑦'s stumbles in... ⑨ Doesn't Understand ⑩ Makes a Mistake ⑪ Sorting the Fix Order (severity × h... Severe × few people Severe × many people Minor × few people Minor × many people ⑫ Top 3 Fixes (picked in order from t... ⑬ Fix Plan (how to fix ⑫'s top 3) ⑮ Retest Flow (check with the same ta... Usability Testing... How to use (4 pag... Goal / what it lo... Rules / how to pr... Stumbles / problems Participant voice... 1/4 Decide test tasks Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Watch & log t... ↙ 3/4 The site or app you're testinge.g. a handmade-accessories online store (mobile version) The one thing you most want to knowe.g. whether a first-time visitor can order without getting lost Date and placee.g. next weekend, 45 minutes each, screen-shared video call e.g. looking for a birthday present for a friend e.g. reordering something bought before Write in one line a real situation where a user would use it Pick 3 of these scenarios to turn into tasks e.g. someone who has never used this site e.g. someone who shops online at least once a month Don't include the maker or the team 5 people. Line up 1 backup e.g. ask an acquaintance to introduce someone who fits e.g. post on social media, offer a $3 gift card as thanks Tell them the date, time needed, and whether it's recorded, in advance Call them Participant A-E in the order they join Task wording for ... Success criteria Target time Task 1 e.g. Choose a gift for a friend under $20 e.g. clicked "Add to Cart" on the product page e.g. 5 minutes Task 2 e.g. Proceed with the chosen item all the way to just before placing the order, after checking the shipping cost e.g. answered the shipping cost on the order confirmation screen e.g. 7 minutes Task 3 e.g. Look for the earrings you bought before, as if reordering them e.g. opened the same item from order history e.g. 5 minutes Greeting 5 minTell them it's the site being tested, not themCheck if it's OK to record Think-aloud practice 5 minHave them think aloud while operatinge.g. practice on a weather site Tasks 1-3 25 minHand over the task wording one at a time (send by chat if online)Don't help; if they stop, just ask "What are you thinking right now?" Ask their thoughts 7 minAsk where they hesitated most, and whye.g. "Where did you get stuck?" Thanks 3 minGive thanks and wrap upWrite the observation log in ⑦ right away Task 1 Task 2 Task 3 Participant A e.g. △ couldn't find the search box, scrolled up and down for about a minute e.g. × said "where's the shipping cost?" and didn't reach the order screen e.g. ○ opened it from My Account in 1 minute Participant B e.g. ○ picked it right away from the "Gift" button e.g. △ missed the shipping cost display, went back to look e.g. × couldn't find order history, searched again instead Participant C e.g. △ didn't notice the search box, browsed every item in order e.g. × didn't realize shipping cost only shows on the last screen Write ○/△/×, where they got stuck, and their words Participant D Write ○/△/×, where they got stuck, and their words Write ○/△/×, where they got stuck, and their words Write ○/△/×, where they got stuck, and their words Participant E Write ○/△/×, where they got stuck, and their words Write ○/△/×, where they got stuck, and their words Write ○/△/×, where they got stuck, and their words 3/4 Pick fixes → 4/4 4/4 Fix & retest e.g. can't find the search box (A, D, E) e.g. can't find the shipping cost display (A, B, C) e.g. doesn't know where order history is (B) Write each stumble from ⑦ on its own sticky note and post it e.g. doesn't know the difference between "Cart" and "Favorites" (D) e.g. doesn't know how to filter by price (C) e.g. doesn't know what a button's icon means (E) Name the island after how participants got stuck e.g. tapped the quantity field and nearly ordered 2 (B) e.g. the address they entered vanished after pressing back (E) e.g. added a different color item to the cart (D) Start a new island for anything that doesn't fit 縦軸: Severity (top... A candidate to fix even if only 1-2 people. Rank it higher if the cause is clear. e.g. address vanishes after pressing back Fix this first. Pick your top 3 from here first. e.g. can't find the shipping cost display Just record it; don't fix it this round. Revisit if it comes up again in a retest. e.g. hard-to-understand button icon Fix quick ones together if they're easy; push slower ones to next time. e.g. hard-to-find search box 1ste.g. can't find the shipping cost display (3 of 5, 2 of them couldn't finish task 2) 2nde.g. entered address vanishes after pressing back (1 of 5, couldn't finish task 2) 3rde.g. hard-to-find search box (3 of 5, hesitated for over a minute) Fix Owner Deadline How to check 1st-place issue e.g. show shipping cost under the price on the product page Owner: ____ e.g. next Friday e.g. can they answer the shipping cost in retest task 2 2nd-place issue e.g. keep entered input after pressing back Owner: ____ e.g. Wednesday after next e.g. can they finish the order after pressing back 3rd-place issue e.g. keep the search box visible at the top of the screen at all times Owner: ____ e.g. next Friday e.g. can they use search within 30 seconds in task 1 ⑭ KPT on the Test... KeepContinue e.g. practicing thinking aloud first made it easier for them to talk e.g. writing ⑦ right after each session kept the records complete ProblemIssue e.g. the task wording used the same word as a button, giving away the answer e.g. ran out of time with the 3rd person and couldn't ask their thoughts TryNext e.g. have someone else read the task wording to check it doesn't give away the answer e.g. make each session 55 minutes with a 10-minute break in between FixFix the top 3 following ⑬'s planRecord the date and what you fixed Retest with 3Have 3 different people (not the earlier ones) try the same tasks as ⑤Run it the same way as ⑥ Compare with beforeCompare ○/△/× against ⑦e.g. task 2's × went from 2 of 5 to 0 of 3 Decide nextIf it didn't go down, change the fixIf it did, pick the next most severe issue on ⑪ → 2/4 Watch & log t... ↙ 3/4 Pick fixes → 4/4 Fix & retest
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Task board contents

Preparing 16 items

Decide test tasks
Watch & log tests
Pick fixes
Fix & retest
Write test & goal
Write 3 test tasks
Recruit 5 people
Rehearse the flow
Test with 5 people
Fill the log
Group into islands
Sort by severity
Pick top 3 fixes
Set fix & owner
Review with KPT
Confirm in retest

Testing 0 items

Fixing 0 items

Retest check 0 items

Done 0 items

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