Delivery method: Free, electronic download (MS Word and Mac Pages)
27 pages. Version 2, last updated June 2016.
Includes fully editable Microsoft Word templates, including:
A usability test recruitment screener.
A statement of informed consent.
Instructions for observers in a usability test.
A discussion guide for a usability test.
Two usability test questionnaires.
A usability test data logging sheet.
A detailed checklist for planning a usability test.
We even include sample letters to participants for you to send out before and after the usability test sessions!
Deliver more professional usability tests and work more quickly with this practical toolkit.
After you study and apply this usability test plan, you will:
Ensure that you're fully prepared for your next usability test.
Have a fully completed test plan you can distribute to management and stakeholders.
Save time designing usability test forms, templates and proformas. The document includes easy to customise usability test forms.
Run a structured usability test that will comply with rigorous standards in usability testing, such as ISO/IEC 23025 "Common Industry Format for Usability Test Reports" and ISO 20282 (parts 2-4) "Ease of Operation
of Everyday products".
Stop marketing, management or other stakeholders derailing your usability test by getting them to sign up to your usability test plan ahead of the test.
Avoid last minute logistical problems by specifying exactly who will deliver what in the usability test.
Get detailed instructions on what needs to be written in each section of the usability test plan.
Benefit from our practical experience by using the same usability test forms and templates as our usability consultants.
“The kit really helped me and my team plan our usability tests more professionally. The layout of the document is well thought through and it is easy to understand and use. It paid for itself really because it helped us improve our process
without investing in a number of more costly alternatives.” — SD, USA.
Here is the full list of contents for this detailed, 27-page usability test plan template
Purpose of usability test
Aims and objectives of the test
What the usability test is not designed to achieve
Product under test
Description of product
Context of use
Participants and responsibilities
Location and dates
Appendix 1: Recruitment Screener
Note to recruiter
Appendix 2: Letters to participants
Initial letter or e-mail
Follow-up letter or e-mail
Thank-You letter or e-mail
Appendix 3: Statement of informed consent
Purpose of this study
Freedom to withdraw
Information we will collect
Privacy and confidentiality
Appendix 4: Instructions for Observers
Appendix 5: Discussion Guide
Appendix 6a: Post-site questionnaire
Appendix 6b: Post-site word choice
Appendix 7: Data logging sheet
Appendix 8: Usability test checklist.
Customising the usability test plan toolkit
Because this usability testing document is written in Microsoft Word:
You can adapt the usability test plan template to fit your own corporate style.
Each section of the document contains notes and instructions to help you decide what needs to be included. These instructions are formatted as "hidden text", so they won't appear in your printed usability test plan (even if you print
it as a pdf).
Dr. David Travis (@userfocus) is a User Experience Strategist. He has been working in the field of human factors, usability and user experience since 1989. If you like his articles, you might enjoy his free online user experience course.
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