Instructions

Make a COPY of this template and save it in your project folder.

Click here to go back to the blog–Notetaking for UX Research: Templates & Methods.

Once you've built your guide and selected your usability questions, you'll need to update the Matrix tab to remove any metrics that do not apply.

You can use the checklist below to see which questions you need to remove or add to the Matrix.

Pick NPS or CSAT

Delete from Pre Study section of Matrix

Don't forget to add any of your custom "warm" up questions to the Pre-Study section of your matrix!

Task-Based Metrics

You should always include Success rate & time on task

If error rates are important for your study goals, include those too.

Delete from Task section of Matrix

Attitudinal Metrics

Always include 1 measure of Ease.

Then, pick 1-3 others that feel important for your tasks or study goals.

Ease - Interface: How easy or difficult is the interface to use?

Ease - Standard Ease Q: How easy or difficult was it to complete this task?

Clarity - How clear would you rate the information shown on this page?

Delete from each Task section of Matrix

Confidence - How confident are you that you completed this task correctly?

Delete from each Task section of Matrix

Frequency - How frequently do you complete this task when using INSERT PRODUCT?

Delete from each Task section of Matrix

Perceived Time - How did you feel about the amount of time it took to complete this task?

Delete from each Task section of Matrix

Don't forget to add your selected qualitative questions to each Task section of your matrix

Post -study Metrics

Pick either SUS or SUPR-Q

Pick either either NPS or CSAT (whichever you used in Pre-Study)

Delete from Pre Study section of Matrix

Delete from Pre Study section of Matrix

Don't forget to add your selected Post-study qualitative questions to your matrix

If you have more than 4 tasks, add more rows below the 4th task, & duplicate the 4th task section (formulas should auto update!)

Freel free to add in any rows to make space for more open-ended questions (adding additional rows will not throw off any formulas)

There are some hidden rows that are running calculations in the background - please disregard these & leave hidden - contact our team if you have questions about this

Throughout the Matrix tab, there are some informative Notes in various cells - take a look at these as you build your Matrix out (see image below)