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Usability test plan

Goals, participants, scenarios, tasks and success criteria for a moderated test.

Usability test plan

Product / prototype: Version or link: Facilitator: Note-taker:

Goals

What do we need to learn? Tie each goal to a decision. 1. 2.

Participants

  • Number: 5 per distinct user group is a common starting point for finding major problems
  • Criteria:
  • Exclude: people who worked on the product, close friends of the team

Format

  • Moderated, in person
  • Moderated, remote
  • Unmoderated
  • Device(s):
  • Session length: 30 to 45 minutes

Scenarios and tasks

Write scenarios as realistic situations without using the interface's own words.

#ScenarioSuccess criteriaMax time
1You need a deep clean before your parents visit on Saturday. Book one for the morning.Booking confirmed for Saturday morning without help5 min
2
3

Questions after each task

  • How easy or difficult was that, on a scale of 1 (very difficult) to 7 (very easy)?
  • What, if anything, was confusing?

Closing questions

  • What did you like most and least?
  • Is there anything you expected to see that was missing?

Metrics to record

  • Task success (completed / completed with help / not completed)
  • Time on task (optional)
  • Errors and where they happened
  • Ease rating

Ethics

  • Consent recorded
  • Participants told we are testing the design, not them
  • Recordings stored securely and deleted on:

Pilot

Run one pilot session with a colleague and fix unclear tasks before real sessions.

View the Markdown source
# Usability test plan

**Product / prototype:**
**Version or link:**
**Facilitator:**
**Note-taker:**

## Goals
What do we need to learn? Tie each goal to a decision.
1.
2.

## Participants
- Number: 5 per distinct user group is a common starting point for finding major problems
- Criteria:
- Exclude: people who worked on the product, close friends of the team

## Format
- [ ] Moderated, in person
- [ ] Moderated, remote
- [ ] Unmoderated
- Device(s):
- Session length: 30 to 45 minutes

## Scenarios and tasks
Write scenarios as realistic situations without using the interface's own words.

| # | Scenario | Success criteria | Max time |
|---|---|---|---|
| 1 | You need a deep clean before your parents visit on Saturday. Book one for the morning. | Booking confirmed for Saturday morning without help | 5 min |
| 2 | | | |
| 3 | | | |

## Questions after each task
- How easy or difficult was that, on a scale of 1 (very difficult) to 7 (very easy)?
- What, if anything, was confusing?

## Closing questions
- What did you like most and least?
- Is there anything you expected to see that was missing?

## Metrics to record
- Task success (completed / completed with help / not completed)
- Time on task (optional)
- Errors and where they happened
- Ease rating

## Ethics
- [ ] Consent recorded
- [ ] Participants told we are testing the design, not them
- [ ] Recordings stored securely and deleted on:

## Pilot
Run one pilot session with a colleague and fix unclear tasks before real sessions.

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