Template
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.
| # | 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.
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.