The UX Beginner's Guide: Usability Testing | Vivian Liu | Skillshare

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The UX Beginner's Guide: Usability Testing

teacher avatar Vivian Liu

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

7 Lessons (18m)
    • 1. Welcome to The UX Beginner's Guide: Usability Testing

    • 2. Class Project

    • 3. 3Ws of Usability Tests

    • 4. Methods of Usability Testing

    • 5. Planning and Conducting a Usability Test

    • 6. Documenting a Usability Test

    • 7. Thank you for joining

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About This Class

In this skillshare class, you’ll understand the basics of usability testing, the different methods of testing, how to conduct a usability test as well as how to prepare UX documentation. Your project will take everything that you learned from this class and apply it to the real world. By the end of the class, you will have a report that will not only showcase your UX skills but also a great starting point to a redesign project. This is just a basic course to usability testing to help get you started, for more in-depth information I recommend checking out:

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Vivian Liu


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1. Welcome to The UX Beginner's Guide: Usability Testing: hi, everyone, and welcome to our first class of the U. X beginner's guide. But before I dive straight into talking about today's topic, let me give you some information as to who I am and what I dio. My name is Vivian, and I am a UX designer. Currently based in Toronto, Canada. I'm a designer working in the film and TV industry here in Canada. It's an industry that's quite different than tech but made me realize that user experience exists everywhere. I think people are starting to understand the value and the importance that UX designers can bring to the table so you can find us in many different industries. In regards to my education background, I do have a degree in psychology and an interactive medium management while studying psychology. That's where learned a lot about human cognition, human behavior, even research methods, elements that really comes into handy when I do my work. That being said, today's topic is going to gear more towards the research side of UX design. We're gonna talk about usability testing, so in this class they're gonna learn about what a usability test is, when and why we should conduct Ah, usability test. You also learn how to plan facilitate a test session, and I'll also teach you on how to document the results in the findings. It's always best practice to document your work. So how guide you along the way on how to do that? In our next video, I'm gonna talk to you a little bit more about the class project, what it entails and how that's going to help you in the real world. I hope by the end of today's class, you'll learn a little bit more about usability testing, and you'll be able to apply that into the type of work that you dio. 2. Class Project: so the class projects. So for this project, you're gonna be facilitating your own usability tests of a website of your choice on and kind of write a small report on the findings that you get here. You gather up some users to participate in your test and basically observe you'll be able to share your work with other classmates. Provide feedback on other people's work. Don't worry. If you have no idea on how to do ah usability test throughout the class, I'll guide you along the way and provide some tips and tricks on how to facilitate. Not only will this project be agree addition for your portfolio, but you'll be also getting firsthand experience in identifying usability issues, often already existing website. 3. 3Ws of Usability Tests: so welcome to our first video on usability testing. Let's dive straight in. So the first question. What is a usability test? Well, it's an evaluation of a product to determine how easy it is to use. And usually the people who are involved in these type of tests are participants who embodies the product's target audience. And they're what we call representative users. But one. Should you conduct a usability test? Well, as you can see, there are three phases in which you can use it prior, during and after so prior to a redesign. This would allow you to identify any issues and understand what aspects are working from your current state that you can carry on to. The new design Tests can also be done on competitors as well. It's not just strictly limited to your own personal project or product. You can also do usability tests on competitors to see what's being done well, what's lacking and how your product can be better. You can also dio usability test during or you design. And even when the design is in its low fidelity stages, it would actually be good to run the test this early in the design process because it can prevent having to spend more resources during the development phase. And, of course, you can always conduct a usability test after redesign. And this is actually generally where most tests happened in the after phase. Testing after would help determine user experience, satisfaction and as we'll give you a better understanding of the decide decisions that you made, whether or not they were easy to use or intuitive for the users. So the main question. Why do we need to do a usability test? What is the purpose of it? We're conducting a usability tests allows for the opportunity to learn from the users and to have a better understanding of their needs, concerns and goals. Usability really helps us, as designers determine whether the product is easy to understand if users were able to achieve any goals, whether or not they were able to pick up where they left off, if there were any errors and if they could recover from them and whether or not the user overall enjoys the product, I think it's important to conduct use a plea test so we know where our product is going and how it works in the hands of our users or find the answers to these questions. So in our next video, we're going to talk about the different methods of usability testing as well as the pros and cons of each method. 4. Methods of Usability Testing: So in this video, I'm gonna give you the basics of the different types of usability testing as well as their advantages and disadvantages. No. So with moderated in person in this method of facilitator meets with a user in person and observes Thumb in real time. Usually this would be done in a usability lab or and a focus group facility with moderated remote, like the previous method of facilitator, is also involved. However, rather than meeting in person, the facilitator and the users are stationed in different locations. Test sessions are generally done online. Such a Skype through screen share, where the facilitator will be able to observe the user's interaction on moderate remote, kind of like the opposite of moderated remote. Ah, here, a facilitator is not involved. Rather, an administrator would provide access to the product that you're testing online, and participants will be able to access it and test it as they would on their own. So an example would be something like user testing dot com that allows users from all over the world to participate in usability testing in the comfort of their own home. So which way should I go for should I do moderated in person testing or an unmonitored remote testing. Well, one method of testing is not superior over the other, and they all carry both pros and cons. Depending on the constraint of your project, one testing method may be more suitable than the other with moderated tests. Ah, life feedback can be obtained as well as behavior. Embody language can be easily observed, which is great, especially if you're looking for more qualitative type of data. Qualitative data. I can give you a lot of insight of your product as well as your users. Another advantage is that the facilitator is present, so they're able to provide more in depth contacts and answer any questions that the users may have as they're going through the product. However, with moderated tests, it can be time consuming. Recruiting participants, and I'm having to screen them can take some time as well. A setting equipment, depending on how structured your tests will be, um, and a different type of tools you use also, depending on the compensation rate you are giving out to your participants and whether or not you need to hire a professional to do the facilitating or research, it can become quite costly. Now let's talk about the advantages and disadvantages of on moderated tests. So with a moderated tests, it can be done at any time and anywhere, which is always great. Costs are also lower, since there are no need to hire AH facilitator. The risk of bias happening when testing face to face is also reduced, especially acquiescence bias, which happens when the participants who are providing your feedback tell you the answers they think you want to hear. Sometimes it might be a little bit intimidating for them when they see someone just there and observing so not saying that their answers might not be genuine, but there could be some bias involved because there is no facilitator been on moderated tests. Questions for follow up and clarification can't really be answered Ah, which may be crucial in running a smooth test and helps with the exploration of new ideas. Also, if the participants run into any issues or technical difficulties, you can't really step in to help them out. And that could have an effect on the type of results that you get from the tests. In the next video, we're going to take what we learned about usability testing to plan and conduct our own usability test. Also, what you learn the next couple of videos will help you out with your project. 5. Planning and Conducting a Usability Test: So in this video, we're going to talk about how to plan and conduct a usability test. So before we can conduct a usability test, we need to figure out why we're doing this. How we're doing this on what we hope to find from the usability test session. So before we can jump right into observing users, we need to prepare and organize. So, as you can see, I made ah list, kind of like a checklist of things that you need to consider before conducting your usability test. Of course, you don't have to follow this list, but it's just there as the starting guide and help you start the process of planning. So first, the most important thing is to determine why we're doing this. What is the purpose? Figure out. What is the purpose of conducting the usability tests? Are you looking for qualitative results? Quantitative. Identify what the concerns, questions and goals that you hope to achieve from the usability test. Next, let's talk about team members. Determine how many people will be involved in the test session and allocate the rules accordingly. Now, ideally, there should be a facilitator and a designated note taker If you're testing with a focus group, rather than having one facilitator overlooking 10 people or so, it might be better to have one per user, just so it's easier for them to be observed now. The next thing to think about our metrics, determine what you intend to measure and how it's going to be done. So, for example, to gather data on, say, user satisfaction, creating a post has survey will help provide some numbers. If you want to discover more quantitative results like efficiency, using a timer and calculations can give you values and estimations. Next, determine what scenario and task users will be asked to complete. Are there specific information you're hoping to find from testing a particular scenario or test a scenario where a user is a first time user versus a returning user may show different results. It's also difficult to test out every single element of the product, so prioritize and determine what it is to be tested. Is that the navigation is that the payments screen? These are some of the things you need to consider before conducting a usability test. In the previous video, I talked a little bit about the different types of methods. So depending on the budget or time restriction, your project may have decide what method fit your needs. Now you might be wondering how long a usability test should be. Well, the length may be dependent on the test scope and other factors, but on average usability testing 10 toe average between 60 to 90 minutes, users would get exhausted and lose focus after the 90 minute mark, so trying to keep it between the range of 60 and 90 now, we need to get the people to test out our product, determine how you would recruit participants for your tests. Will there be a screening procedure depending on the method that you chose? Do you need to recruit locally, or will you be sending mass emails online? According to a lot of research, five users are enough to identify 85% of usability problems. So if your team has a tight budget thing, try getting at least five participants that will help point out any issues and still be cost efficient again, depending on the scope of your project, as well as any budget restrictions, you have to figure out what type of tools and equipment is to be needed for your test. It's easy to miss a user's behavior or body language, having cameras pointed at the user and the product and share that nothing is missed. And the footage makes for great thorough analysis incorporating other tools such as eye tracking and heat Maps are also great together. More detailed data Now that you have planned out, your usability test session is time to conduct a test. So what facilitation? The most important thing is to not create bias. One asking fall up question. Try to stay neutral, Keep question as open ended as possible. So, for example, questions like, How did that make you feel? What did you expect to see there? If users are stuck, don't explain what to do right away. Let them explore other options. And until they have explained to you, they're thinking, then you can kind of give them a small hint as to what was intended. There are a lot of times where you're doing the test, and the users are quiet. Don't worry about it. The silence is good. I don't feel the need to fill the silence with more questions. Give the user more time to think and express their thought. You could probably get some really great insights that way. Now having a designated note taker will allow the facilitator to focus on the user's writing or typing out observations will make notes easy to refer back to. Personally. What I like to do is print out sheets of the products screen or whatever it is that I'm testing, so that whenever there is a comment about a particular elements, say a button. I can always just link that element easily back to that comment. And when I refer back to my notes, I can understand what that was for. Now that you've conducted your test is time to debrief with the rest of the team. After the usability session, gather all the information and discussed with your fellow team members talk about what insights they got from the session recommendations to address the concerns brought up and what the next steps are. In the next video, I'm going to guide you along on how to document the results that you got from your usability tests 6. Documenting a Usability Test: Now we've gotten to the fun part of usability testing documenting your results in this video, I'm going to give you the rundown of the different types of information you should be, including into your report. Of course, you can always change or remove certain things in here, but ideally, these main type of information you should have in your report. So it's always best practice to document all your findings with a report. This way, the session can be easily replicated if needed, and information can be accessible and organized. So first we have an executive summary. So an executive summary is kind of like an overview of the report. And as you explain what the report entails, including the purpose of the test, the key findings, methodology and any other type of information you want to include. Next thing is a table of contents, and this will provide the reader with some form of navigation to specific sections of the report. Many reports are content heavy. You want to make sure that your reader is able to navigate through your report and find the things they're looking for again. I have mentioned this many times in the class come, but we need to state the goals and the objective of the test and how the test aim to achieve them. The next thing we should include in a report is the methodology. So stay all relevant information you have obtained to plan out the usability test. That's where that checklist we did in the previous class comes into handy. So this can include user demographics, the tools, your method of outreach, anything that you think is relevant in this section. Now here is the main part of the report the findings and recommendation. This is the section that includes what happened during the test session and the conclusions . Recommendations are crucial and trying to move the product forward. So identify with issues that were brought up during the testing and suggest any solutions as a team to improve usability. Adding infographics and other visual aids are encouraged as it effectively communicate static findings and also make your report a little bit more visually pleasing. I have created a template that could help you out when writing your report and again, the report is not limited to the headings that I included, depending on what's relevant to your project, include your headings. Accordingly 7. Thank you for joining: and that is our class on usability testing. If you want to learn more about usability, test and user research, there are a bunch of external resource is that you can use. I'll try to link some below for you guys to check out. I hope that this gave you a little bit of an introduction as to what a usability test is and everything involved in it. I recommend you guys trying out the project and sharing it with your photos classmates and thank you again for joining this class.