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Usability Test Checklist
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Make a copy of this to use for yourself!
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2-3 weeks before
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Define the goals and objectives of the study
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Consider the type of test (moderated, remote)
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Determine the logistics of the test (length, numer of participants)
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Decide on the participants you want to speak to
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Create a screener survey
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Figure out how and where you will recruit
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Determine the incentizes
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Start sending out and advertising recruitment
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Plan backup participants
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Review the prototype or concepts
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Start the discussion guide
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Put blocks in the everyone's calendars for the days of testing
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If in-person, start to book rooms
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1 week before
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Review the prototype and any updates
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Write the tasks
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Start scheduking participants and sending invites that include: date/time, location, directions, phone number, cancel/reschedule options
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Create a debrief and synthesis board
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Invite colleagues to the test and debrief, including: the session location or link, reminders to mute and turn off video, link the the debrief session and board, a basic session breakdown
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Review and finalize the tasks
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Create a sign-up sheet with clear roles and links
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Send out best practices for usability testing
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Make sure you aren't conducting too many tests in one day!
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1-2 days before
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Send out participant confirmation emails
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Get password or enable access to the prototype
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Conduct at least one dry run and make necessary changes
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Setup, send out, or print an NDA and/or consent forms
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Make sure incentizes are ready
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Double-check the calendar invites and that links work
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If in-person, determine how you will greet the participant
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Day of the test
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Remind colleagues of the session
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Sign in to the session early to test technology
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Get snacks and water for in-person tests
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Turn off all distractions
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Walk participants through the NDA and consent form
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START THE SCREEN RECORDING!
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1 day after
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Send incentives to the participants
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Send a thank-you email to the participants
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Ask good participants if they want to participate in more studies
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