Rules of prototype testing, check list and template for field notes when observing and interviewing test participants.
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1. Date xx xx xxxx
Name of client xxxx xxxxxxxx
Rules for Usability Test Observers
Everyone who observes a usability test is asked to abide by a set of rules. The
purpose of these rules is to minimize stress for the test participants and to
maximize the amount of information we get from the usability tests.
Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com
2. Stay for the Entire Test
The goal is to have the users forget that anyone else is in the room. Having
people constantly coming in and out is distracting, and users may get the
mistaken impression that you’re leaving because they’ve done something wrong
(like walking out in the middle of a movie). While you are observing a test, you
are not available for any interruption short of an emergency. If you can attend
only part of a test, discuss this with the facilitator beforehand to determine
whether there is a way to accommodate this.
Please turn off cell phones and pagers!
Remain Silent While the Users Are Working
Usability testing gives you a whole new perspective on the interface. You may
notice a problem so surprising that you are tempted to laugh or exclaim out loud.
This is not unusual. Unfortunately, the users might think you are laughing at
them. Please do your best to keep as quiet as possible. The facilitator will give
you opportunities to ask questions after each task and at the end of the test. If
you have something to tell/ask that truly can’t wait, pass a note to the facilitator.
(Exception: If a user intentionally says something funny, it’s okay to laugh!)
Be Conscious of Your Body Language
Although most usability tests are interesting, not every moment will be
fascinating. If something is happening that isn’t of interest to you but may be to
others, sit quietly without fidgeting. (If inactivity makes you sleepy, one trick is to
write down every word that users say.) But if you already thoroughly understand
the issue that the users are stuck on and would like to see them move on to the
next task, pass a note to the facilitator.
Don’t Reveal How Many Tasks We Have
We may well run out of time before users finish all the tasks. If users get stuck on
Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com
3. a task, that means that there is a wealth of information we should be fervently
taking notes on. It is often more useful to explore an area of difficulty in detail
rather than try to “get through” all the tasks. The facilitator will keep an eye on
the clock so that we can cover as many of the important areas as possible.
No Helping
During the test, it’s likely that users will have problems using the interface, and it
is normal to feel a temptation to help. Please don’t. Instead, try to understand
why it was that the user got stuck or went down the wrong path. It’s the
facilitator’s role to get users back on track if they get really stuck. And if the
facilitator poses a question during the test, he or she is asking the users, not you
—please don’t answer unless the facilitator specifically directs a question to you.
Avoid “Design Questions”
You will have an opportunity to ask questions after each task. Questions that ask
the user their opinions about how to design aspects of the application (such as,
“Where would you like to see these navigation buttons?”) can take a lot of time to
answer and produce only limited results. Instead, focus on trying to understand
the problem— we’ll come up with solutions later, outside the test.
Respect Participants and the Confidentiality of Their Data
We have promised the participants that their participation is confidential. This
means that we should not include their names in any reports or other
communication such as email, and we should refrain from discussing them by
name outside the test setting. Do not make negative comments about people—
there is always a risk that a derogatory comment could be overheard or otherwise
make its way back to the user.
From the book Paper Prototyping by Carolyn Snyder, published by Morgan
Kaufmann Publishers. Copyright (c) 2003 Elsevier. All rights reserved.
Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com
4. NAME OF CLIENT - FIELD NOTE
Name, age, background, work, seniority:
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
_____________________________________________________
Client at (name of client xxx xxx):
_____________________________________________________
_____________________________________________________
Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com
7. A quick list of thing to remember when you do prototype testing
/ Your prototypes
/ A lot of post it’s
/ An observer taking notes and pictures
/ A representant from the client
/ Pens and pencils in colours
/ Extra paper to draw on
/ Big pieces of paper to summarise your findings
/ A camera and computer
/ Coffee and tea etc.
Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com
8. Kontrapunkt A/S / Nikolaj Plads 2 / 1067 Copenhagen
K / Denmark
Tel +45 33 93 18 83 / keg@kontrapunkt.com /
www.kontrapunkt.com