Lean collaborative test plans
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The document discusses the importance of usability testing for lean and agile teams, highlighting the need to identify real user interactions and problems. It provides a comprehensive outline for creating a test plan, including research goals, participant characteristics, and methods for testing. Additionally, it emphasizes involving stakeholders early and using multiple testing methods to improve the design process and user experience.
![ANALOG
ORGANIZED
READITFORME
DIGITAL
CHAOTIC
SHAREWITHCOLLEAGUES
HBRTRIBES HOW THEYFINDCONTENT
AmbitiousLearner
StrategyImplementer
ABOUT CHARACTERISTICS
PRIMARYDEVICES
GOALS
Get her point acrossto people who may
not understand her industry or approach
Keep track of thingsshe’sread so she can
f nd them easily when she needsthem
Lauren is in a high-level position that generally in-
volves managing up and across, rather than down.
She scours many dif erent sources for industry
trends and leadership adv ice, and is often tasked
with doing research on a specif c topic for her boss.
When sharing, she is more likely to give her per-
spective on the article, along with reference to a
point made earlier. She w ill also share entire read-
ing lists as a reference for a topic.
I don’t use the Library feature. I put them
in an L Drive on my computer... it would
probably be better to do it your way.
QUESTIONS
Wherewasthat articleI read about [topic] that
time?I need to shareit with [colleague].
“Let mecolor codethat so I don’t loseit.”
How do I organizethismess?
RELATIONSHIPWITH HBR
Non-subscriber or lapsed.
Finds content almost exclu-
sively through third parties,
e.g. social, email, RSS
HBRTRIBES:
StrategyImplementer
IdeasTrader
HOW WECAN HELPLAUREN
1. Make library searchable.
2. Allow export of lists to other applications,
such as Pocket or Instapaper.
3. Make lists more visible and sortable f rom w ithin “ My
Saves”
4. Make it easy to save PDFs from a reading list.
HABITS&BEHAVIORS
1. Tends to save articles as a PDF w ithin a dedicated
folder
2. Collects information from multiple sources, and
wants a cohesive solution
3. Will send articles or lists t o colleagues as a way to
back up a point or start dialogue
4. Depends on the ability to search their “ library” and
spends time tagging/organizing the list when they
remember
Lauren (OfficeThought Leader)
HOW THEYFINDCONTENT](https://image.slidesharecdn.com/leancollaborativetestplans-150514222712-lva1-app6891/85/Lean-collaborative-test-plans-31-320.jpg)
Lean collaborative test plans
- 1. U X D E S I G N T R A C K : : T Z K - D E S I G N . C O M : : @ D A N I G R R L COLLABORATIVE USABILITY TESTING for lean and agile teams D A N I N O R D I N Senior UX Designer, Harvard Business Review
- 2. Hi. I’m Dani. Senior UX Designer, Harvard Business Review Group Co-Organizer, Design 4 Drupal Camp Boston Author, Drupal for Designers (O’Reilly, 2012) danigrrl on Twitter/D.o Hi. I’m Dani.
- 3. LET’S TALK ABOUT USABILITY TESTING
- 4. WHY DO YOU NEED TO TEST? Learn how real people use the product Determine where to focus effort on improvements Make sure what you’re building actually solves a problem for its users
- 11. TEST PLANNING W O R K I N G W I T H Y O U R T E A M
- 12. ANATOMY OF A TEST PLAN Research goals Participant characteristics What will be tested Study logistics Tech Details
- 13. • Create ownership • Align on business and user goals • Help them learn the language of testing and research INVOLVE STAKEHOLDERS EARLY Test Planning, Video Features
- 14. • Moderated testing • Unmoderated testing • First-Click tests • Interviews • Card Sorts Tools: • Zurb’s Verify • UserTesting.com (or UsabilityHub) • Optimal Workshop • Join.Me/WebEx HAVE MULTIPLE METHODS
- 15. • Helps with buy-in • Ensures “representative- ness” of users • Don’t “go to Starbucks” unless THAT IS WHERE YOUR USERS ACTUALLY ARE Tools: • Survey Monkey • Google Forms SCREEN PARTICIPANTS CAREFULLY
- 16. • Logistics are the hardest part • Participants need frequent reminders Tools: • Reservio.com • Join.me • Scheduled Google Hangouts • Google Calendar with Reminders AUTOMATE SCHEDULING
- 17. CASE STUDY BENCHMARKING STUDY: SEARCH AND BROWSE UNMODERATED STUDY (USERTESTING.COM)
- 22. TEST REPORTING AS MEMO
- 23. CASE STUDY GENERATIVE RESEARCH: MyLibrary/Account Features REMOTE MODERATED STUDY
- 31. ANALOG ORGANIZED READITFORME DIGITAL CHAOTIC SHAREWITHCOLLEAGUES HBRTRIBES HOW THEYFINDCONTENT AmbitiousLearner StrategyImplementer ABOUT CHARACTERISTICS PRIMARYDEVICES GOALS Get her point acrossto people who may not understand her industry or approach Keep track of thingsshe’sread so she can f nd them easily when she needsthem Lauren is in a high-level position that generally in- volves managing up and across, rather than down. She scours many dif erent sources for industry trends and leadership adv ice, and is often tasked with doing research on a specif c topic for her boss. When sharing, she is more likely to give her per- spective on the article, along with reference to a point made earlier. She w ill also share entire read- ing lists as a reference for a topic. I don’t use the Library feature. I put them in an L Drive on my computer... it would probably be better to do it your way. QUESTIONS Wherewasthat articleI read about [topic] that time?I need to shareit with [colleague]. “Let mecolor codethat so I don’t loseit.” How do I organizethismess? RELATIONSHIPWITH HBR Non-subscriber or lapsed. Finds content almost exclu- sively through third parties, e.g. social, email, RSS HBRTRIBES: StrategyImplementer IdeasTrader HOW WECAN HELPLAUREN 1. Make library searchable. 2. Allow export of lists to other applications, such as Pocket or Instapaper. 3. Make lists more visible and sortable f rom w ithin “ My Saves” 4. Make it easy to save PDFs from a reading list. HABITS&BEHAVIORS 1. Tends to save articles as a PDF w ithin a dedicated folder 2. Collects information from multiple sources, and wants a cohesive solution 3. Will send articles or lists t o colleagues as a way to back up a point or start dialogue 4. Depends on the ability to search their “ library” and spends time tagging/organizing the list when they remember Lauren (OfficeThought Leader) HOW THEYFINDCONTENT
- 33. CASE STUDY STUDY: RED BAR LOCATION UNMODERATED STUDY (Verify.com)
- 37. WRAPPING UP
- 38. • Start with the research goal • Involve stakeholders early • Use a variety of methods • Automate as much as possible Takeaways:
- 39. THANK YOU! EVALUATE THIS SESSION - LOSANGELES2015.DRUPAL.ORG/SCHEDULE TWI TTER: @ DANI G RRL DESI G N4DRUPAL. O RG