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How to improve your organization’s website
         through usability testing
 Technology in the Arts Canada 2008 • Robert Barlow-Busch




                                                            Photo by srboisvert on Flickr
Photo by E v a on Flickr
Today

Setting the stage
Planning a usability test
Conducting a usability test
Determining what you’ve learned
Goal: Prepare you to test your own website.
Setting the stage
Usability testing in 5 words:
Observe people using your website
Usability testing in 21 words:
Observe people using your website



             Identify issues…
   By watching representative visitors…
  Complete common tasks on your website.
            Then fix the issues!
But why?

Make your website more useful to people.
Make your website more easy to use by people.
Make people want to visit — your website or your organization.
From informal, guerilla testing…   …to the icing on the cake.

Photo by gorriti on Flickr                               Photo by chotda on Flickr
Welcome to the family!
Planning a usability test
Whom should you select as participants?

People representative of your actual (or desired) visitors.
Not yourself.
Not your designer(s).
Not people in your organization.
How many participants?




1? 8? 18? 80?
 A gazillion?
Finding participants

Where to find them:
 •  A recruiting firm
 •  Your personal and professional network

 •  Current visitors (online or bricks ‘n mortar)


How to entice them:
 •  Don’t ask for help —offer them a fun opportunity!
 •  Provide incentives such as $$ or gift certificates
Where to conduct your usability test?
Roles on the testing team

Facilitator (mandatory)
 •    Interacts with the participant and runs the test.
Scribe (optional)
 •    Takes comprehensive notes.
Equipment jockey (optional)
 •    Sets up and monitors technology such as recording equipment.
Observer (optional)
 •  Quietly watches the test
 •  Usually a stakeholder from your organization.
Determining what to test

 Option 1: Formulate tasks in advance
• 

     •  Ensures you test specific parts of the website
     •  Appropriate when you know what people want to do on the site


 Option 2: Interview participants and create ad-hoc tasks:
• 

     •  Ensures you test the website for realistic activities
     •  Appropriate when you’d like to know what people want to do on

        the site
Writing task instructions

Use the participant’s language.
Don’t inadvertently provide hints in your wording.
 •  “See if the museum has a guest policy for children’s strollers”
 •  “Find out if you’re allowed to bring a stroller to the museum”


Tasks can be very specific…
 •    “Can you visit the gallery this Saturday at 5:30 pm?”
…or rather general
 •    “Find out if this organization offers any services that interest you.”
What websites shall we test today?

Some ideas:                         Suggestions or volunteers?
 •  Technology in the Arts (.org)    •  Site should be of reasonable
 •  Royal Ontario Museum                size/richness
 •  Waterloo Children’s Museum       •  Bonus: knowing business

 •  CBC Radio: Ideas                    goals so we can create tasks
 •  Canada Council for the Arts         to test them
Exercise: Planning a usability test

1. Select a website to test.
2. Identify five tasks and write instructions for each.
Conducting a usability test
A common schedule

 Orientation: 15 minutes
• 

 Tasks:
•            1 hour
 Debriefing: 15 minutes
• 

 TOTAL:
•            90 minutes




                                   Photo by Mrs. Maze on Flickr
Orienting your participant

 Explain the purpose of your test
• 

     •  “You’ll be using our website today to help us figure out where it needs
        improvement.”
     •  “We’re not testing you. You’re helping us test the product.”


 Interview them to:
• 

     •  Confirm they meet your recruiting criteria (expect surprises sometimes)
     •  Gather information for planning ad-hoc tasks

     •  Establish rapport
Facilitating the test

 Ask participants to “think aloud” while they perform tasks
• 

     •    Can be very helpful if you demonstrate first
 Probe or prompt for their thoughts if necessary
• 

     •  Does their body language reveal or suggest anything?
     •  “What’s going through your mind now…?”


 Avoid showing approval or disapproval.
• 
Testing with younger audiences

                              Plan on less hands-on testing time
                               •  More time needed to put them at ease
                               •  Kids can find it hard to focus for long periods


                              Invite parents to accompany them
                               •    But advise parents not to influence them; seat
                                    them out of sight?
                              Expect more requests for help
                               •    “What do you think you’d do here?... Any
                                    guesses?... How about one last try…?”
                              Make it a playful experience!

Photo by Hey Paul on Flickr
Taking notes

DO record observations: what you see and hear
 •    E.g., Suzie never scrolled down the page
DON’T record inferences: why you think something happened
 •    E.g., Suzie doesn’t like to scroll
Take note of “sound bites”
 •    “It’s like trying to drive a car with the dashboard ripped out!”
Debriefing

Probe for qualitative feelings about the website
 •    What are the two things you most liked about the site? Disliked?
Collect quantitative data if desired. E.g., On a scale of 1–5:
 •  How successful were you in accomplishing today’s tasks?
 •  How would you rate the site’s visual design?

 •  How confident did you feel about where you were in the site at all

    times?
Photo collage:
How I feel about your
organization…
Photo collage:
...and how I feel about
your website.
vs.
Exercise: Conducting a usability test

You have 15 minutes to conduct each test.
Tips for each role:
 •  Facilitator: Explain tasks, prompt to think aloud, deflect questions
 •  Scribe: Record positives, negatives, and good “sound bites”

 •  Participant: Do your best to role-play if you’re not the target audience


Rules:
 •  Do not be the participant if it’s your website
 •  When we switch, take on a role you haven’t tried yet
Determining what you’ve learned
Identify the highs and lows

 Review your notes from each test
• 

     •    Catalog both usability issues and what went well
 Look for patterns across all your tests
• 

     •    Try “affinity diagramming”
 Prioritize the issues:
• 

     •  Showstopper: Participant couldn’t proceed
     •  Serious: Caused major confusion or loss of confidence

     •  Improvement: A minor annoyance
Should you recommend fixes?




                              Photo by zerega on Flickr
Report options

Do nothing!
List highlights in an email.
Write a document outlining the methodology, observations,
and results.
Create a multimedia extravaganza.
Exercise: Determining what you’ve learned

Form groups of people who were Scribes for each site.
Each of you provide 1 positive finding, 1 issue, and 1 sound bite.
As a group, make one recommendation for a high-impact fix.
Q&A
Thank you!

Robert Barlow-Busch
Director of Product Design
Primal Fusion Inc.
bbb@primalfusion.com
www.primalfusion.com
Blog: www.chopsticker.com

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How to Improve Your Organization\'s Website Through Usability Testing

  • 1. How to improve your organization’s website through usability testing Technology in the Arts Canada 2008 • Robert Barlow-Busch Photo by srboisvert on Flickr
  • 2. Photo by E v a on Flickr
  • 3. Today Setting the stage Planning a usability test Conducting a usability test Determining what you’ve learned Goal: Prepare you to test your own website.
  • 5. Usability testing in 5 words: Observe people using your website
  • 6. Usability testing in 21 words: Observe people using your website Identify issues… By watching representative visitors… Complete common tasks on your website. Then fix the issues!
  • 7. But why? Make your website more useful to people. Make your website more easy to use by people. Make people want to visit — your website or your organization.
  • 8. From informal, guerilla testing… …to the icing on the cake. Photo by gorriti on Flickr Photo by chotda on Flickr
  • 9. Welcome to the family!
  • 11. Whom should you select as participants? People representative of your actual (or desired) visitors. Not yourself. Not your designer(s). Not people in your organization.
  • 12. How many participants? 1? 8? 18? 80? A gazillion?
  • 13. Finding participants Where to find them: •  A recruiting firm •  Your personal and professional network •  Current visitors (online or bricks ‘n mortar) How to entice them: •  Don’t ask for help —offer them a fun opportunity! •  Provide incentives such as $$ or gift certificates
  • 14. Where to conduct your usability test?
  • 15. Roles on the testing team Facilitator (mandatory) •  Interacts with the participant and runs the test. Scribe (optional) •  Takes comprehensive notes. Equipment jockey (optional) •  Sets up and monitors technology such as recording equipment. Observer (optional) •  Quietly watches the test •  Usually a stakeholder from your organization.
  • 16. Determining what to test Option 1: Formulate tasks in advance •  •  Ensures you test specific parts of the website •  Appropriate when you know what people want to do on the site Option 2: Interview participants and create ad-hoc tasks: •  •  Ensures you test the website for realistic activities •  Appropriate when you’d like to know what people want to do on the site
  • 17. Writing task instructions Use the participant’s language. Don’t inadvertently provide hints in your wording. •  “See if the museum has a guest policy for children’s strollers” •  “Find out if you’re allowed to bring a stroller to the museum” Tasks can be very specific… •  “Can you visit the gallery this Saturday at 5:30 pm?” …or rather general •  “Find out if this organization offers any services that interest you.”
  • 18. What websites shall we test today? Some ideas: Suggestions or volunteers? •  Technology in the Arts (.org) •  Site should be of reasonable •  Royal Ontario Museum size/richness •  Waterloo Children’s Museum •  Bonus: knowing business •  CBC Radio: Ideas goals so we can create tasks •  Canada Council for the Arts to test them
  • 19. Exercise: Planning a usability test 1. Select a website to test. 2. Identify five tasks and write instructions for each.
  • 21. A common schedule Orientation: 15 minutes •  Tasks: •  1 hour Debriefing: 15 minutes •  TOTAL: •  90 minutes Photo by Mrs. Maze on Flickr
  • 22. Orienting your participant Explain the purpose of your test •  •  “You’ll be using our website today to help us figure out where it needs improvement.” •  “We’re not testing you. You’re helping us test the product.” Interview them to: •  •  Confirm they meet your recruiting criteria (expect surprises sometimes) •  Gather information for planning ad-hoc tasks •  Establish rapport
  • 23. Facilitating the test Ask participants to “think aloud” while they perform tasks •  •  Can be very helpful if you demonstrate first Probe or prompt for their thoughts if necessary •  •  Does their body language reveal or suggest anything? •  “What’s going through your mind now…?” Avoid showing approval or disapproval. • 
  • 24. Testing with younger audiences Plan on less hands-on testing time •  More time needed to put them at ease •  Kids can find it hard to focus for long periods Invite parents to accompany them •  But advise parents not to influence them; seat them out of sight? Expect more requests for help •  “What do you think you’d do here?... Any guesses?... How about one last try…?” Make it a playful experience! Photo by Hey Paul on Flickr
  • 25. Taking notes DO record observations: what you see and hear •  E.g., Suzie never scrolled down the page DON’T record inferences: why you think something happened •  E.g., Suzie doesn’t like to scroll Take note of “sound bites” •  “It’s like trying to drive a car with the dashboard ripped out!”
  • 26. Debriefing Probe for qualitative feelings about the website •  What are the two things you most liked about the site? Disliked? Collect quantitative data if desired. E.g., On a scale of 1–5: •  How successful were you in accomplishing today’s tasks? •  How would you rate the site’s visual design? •  How confident did you feel about where you were in the site at all times?
  • 27. Photo collage: How I feel about your organization…
  • 28. Photo collage: ...and how I feel about your website.
  • 29. vs.
  • 30. Exercise: Conducting a usability test You have 15 minutes to conduct each test. Tips for each role: •  Facilitator: Explain tasks, prompt to think aloud, deflect questions •  Scribe: Record positives, negatives, and good “sound bites” •  Participant: Do your best to role-play if you’re not the target audience Rules: •  Do not be the participant if it’s your website •  When we switch, take on a role you haven’t tried yet
  • 32. Identify the highs and lows Review your notes from each test •  •  Catalog both usability issues and what went well Look for patterns across all your tests •  •  Try “affinity diagramming” Prioritize the issues: •  •  Showstopper: Participant couldn’t proceed •  Serious: Caused major confusion or loss of confidence •  Improvement: A minor annoyance
  • 33. Should you recommend fixes? Photo by zerega on Flickr
  • 34. Report options Do nothing! List highlights in an email. Write a document outlining the methodology, observations, and results. Create a multimedia extravaganza.
  • 35. Exercise: Determining what you’ve learned Form groups of people who were Scribes for each site. Each of you provide 1 positive finding, 1 issue, and 1 sound bite. As a group, make one recommendation for a high-impact fix.
  • 36. Q&A
  • 37. Thank you! Robert Barlow-Busch Director of Product Design Primal Fusion Inc. bbb@primalfusion.com www.primalfusion.com Blog: www.chopsticker.com