the benefits of "do it yourself" usability testing

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The benefits of “Do It Yourself” Usability Testing By Jonathan Rubin First Fridays Program Manager General Services Administration

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Given at Maximus Center for Health Literacy Plain Talk conference Sept 6, 2012

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Page 1: The benefits of "Do It Yourself" Usability Testing

The benefits of “Do It Yourself” Usability

Testing

By Jonathan RubinFirst Fridays Program ManagerGeneral Services Administration

Page 2: The benefits of "Do It Yourself" Usability Testing

2

Let me tell you a story

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Hanging chads

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4

inspections

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butteflu

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They didn’t listen to customer’s wants, needs and expectations.

TAKEWAY MESSAGE: Testing with customers gets you valuable feedback (duh)!

Why did problems occur?

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In this hour…

1. What is usability2. Why you need usability3. Idea: Do your own testing!

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1. What is usability?

Page 9: The benefits of "Do It Yourself" Usability Testing

Usability =

How people interact with a product, system or service, and how they expect it to work.

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Usability ≠ Quality Control

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Good products are usable

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What is it? How do you use it?

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What is it? How do you use it?

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Don’t feel stupid!

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1. Observe users (customers) using your product

2. (Re)design with users in mind3. Get a usable product4. Repeat

4 Steps to Working with Users

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• Education• Demonstration Tests• Awareness

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We’ve helped these folks

• DOT• Interior• IRS• U.S. Army• NASA• Labor• OMB• GSA

17

• State• FCC• USAJobs• Census• NSF• NIH• And 35

others

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Free @ Howto.gov/firstfridays

• Usability Testing Scripts• Email Templates• Best Practices• Final Report Examples• Project Management• Before and After Screenshots• Videos• Etc.

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2. Why you need usability

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Top 5 Government Usability Problems

• Too many words

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Top 5 Government Usability Problems

• Too many words• Gov speak / jargon

Page 22: The benefits of "Do It Yourself" Usability Testing

Top 5 Government Usability Problems

• Too many words• Gov speak / jargon• Top tasks hard to find

Page 23: The benefits of "Do It Yourself" Usability Testing

Top 5 Government Usability Problems

• Too many words• Gov speak / jargon• Top tasks hard to find• Ineffective navigation

Page 24: The benefits of "Do It Yourself" Usability Testing

Top 5 Government Usability Problems

• Too many words• Gov speak / jargon• Top tasks hard to find• Ineffective navigation• Ineffective search results

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Example 2: GSA IntranetExample 2: GSA Intranet

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?

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04/10/2327

Before After

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• Reduced developer time

Usability’s Return on Investment (ROI)

Page 32: The benefits of "Do It Yourself" Usability Testing

• Reduced developer time• Reduced training time

Usability’s Return on Investment (ROI)

Page 33: The benefits of "Do It Yourself" Usability Testing

• Reduced developer time• Reduced training time• Reduced help desk calls / emails

Usability’s Return on Investment (ROI)

Page 34: The benefits of "Do It Yourself" Usability Testing

• Reduced developer time• Reduced training time• Reduced help desk calls / emails• Higher task completion rate

Usability’s Return on Investment (ROI)

Page 35: The benefits of "Do It Yourself" Usability Testing

• Reduced developer time• Reduced training time• Reduced help desk calls / emails• Higher task completion rate• PR boost

Usability’s Return on Investment (ROI)

Page 36: The benefits of "Do It Yourself" Usability Testing

Know your users, for you are not them - Usability Yoda

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3. Idea: Do your own testing!

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Must read: ‘Rocket Surgery Made Easy’

• Commit to monthly product testing • Same time each month• More observers + more testing = more buy-in

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Needed for “discount” usability testing

• Executive champion!

Needed for UT

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• Executive champion!• One morning a month

Needed for UT

Needed for UT

Needed for “discount” usability testing

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• Executive champion!• One morning a month• 1-2 rooms

Needed for “discount” usability testing

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• Executive champion!• One morning a month• 1-2 rooms• Laptops

Needed for “discount” usability testing

Page 43: The benefits of "Do It Yourself" Usability Testing

• Executive champion!• One morning a month• 1-2 rooms• Laptops• Screen sharing software ($1000/yr)

Needed for “discount” usability testing

Page 44: The benefits of "Do It Yourself" Usability Testing

• Executive champion!• One morning a month • 1-2 rooms• Laptops• Screen sharing software ($1000/yr)• Volunteers

Needed for “discount” usability testing

Page 45: The benefits of "Do It Yourself" Usability Testing

• Executive champion!• One morning a month • 1-2 rooms• Laptops• Screen sharing software ($1000/yr)• Volunteers• Food ($10/person)

Needed for “discount” usability testing

Page 46: The benefits of "Do It Yourself" Usability Testing

• Executive champion! • One morning a month• 1-2 rooms• Laptops• Screen sharing software ($1000/yr)• Volunteers• Food ($10/person)• Incentives ($0- $80)

Needed for “discount” usability testing

Page 47: The benefits of "Do It Yourself" Usability Testing

• Executive champion! • One morning a month• 1-2 rooms• Laptops• Screen sharing software ($1000/yr)• Volunteers• Food ($10/person)• Incentives ($0- $80)• Training (FF)

Needed for “discount” usability testing

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How many people do I need?

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Spending on usability

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When usability is present, 10% of development budget spent on usability

- Usability Return on Investment (2008, Nielsen Norman Group Report)

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Staffing options (all are good)

1. Usability Contractor ($17,000 per test)

2. Dedicated Usability Staff ($60,000+)3. Get training and do it yourself (Free)

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Matrixed Approach to Staffing

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• Part-time volunteers!• Borrow from other departments• You are “providing skill building opportunities”• Flexible needs: 1 -20 hours a month

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Types of First Fridays Tests

• 1. Formal, talk-aloud tests

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Stakeholder Meeting

Develop Scenarios

Recruit Participants

+ Observers

Conduct Test

Write Report

Follow-up Meeting

Formal Testing Process

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Testing RoomObservation Room

It takes two (rooms) to test

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Formal Testing Schedule

• 8:20 – 8:30 Welcome• 8:30 - 9:30 Tester #1• 9:30 – 10:30 Tester #2• 10:30 – 11:30 Tester #3• 11:30 – Noon Lunch• Noon – 1:30 Debrief / Critique

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Absolute MinimumUsability Staffing

Testing Room

T

F

T = Tester, F = Facilitator

Page 57: The benefits of "Do It Yourself" Usability Testing

Minimum First Fridays Staffing

Observation Room Testing Room

T

O

FM

OO

O O

O = Observer F = Facilitator M = Room Manager

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Better Staffing

Observation Room Testing Room

T

FM

O

O

G = GreeterDG = Data Gatherer BU = Back up

G

FOOOOO

DG

BU

BU

BU

O = ObserverF = Facilitator M = Room Manager

Page 59: The benefits of "Do It Yourself" Usability Testing

Types of First Fridays Tests

1. Formal, talk-aloud tests2. Hallway Tests

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Types of First Fridays Tests

1. Formal, talk-aloud tests2. Hallway Tests3. Navigation Improvement / Card sort

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3. Navigation Improvement

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Types of First Fridays Tests

1. Formal, talk-aloud tests2. Hallway Tests3. Navigation Improvement / Card sort4. Quick Win Evaluation (Heuristics

Analysis)

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4. Quick Win Evaluation (Heuristics)

• Not for newbies• Group or single person feedback– Checklist– Task run-through

• PRO: Fast! <1 week• CON: No users

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Teach em to fishTeach ‘em to fish

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• Executive champion! • One morning a month• 1-2 rooms• Laptops• Screen sharing software• Volunteers• Food• Incentives for testers• Training (First Fridays!)

Review: What you need to fish

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Howto.gov/firstfridays

Free usability resources!

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• Observe a test

More info on First Fridays

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• Observe a test• Recommend a website

More info on First Fridays

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• Observe a test• Recommend a website• Volunteer as a tester (remote or in person)

More info on First Fridays

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• Observe a test• Recommend a website• Volunteer as a tester (remote or in person)• Learn to fish (Facilitator in Training program)

More info on First Fridays

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Once a month

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Thanks!

[email protected]

[email protected]

Howto.gov/firstfridays