Performing User Testing

User testing can be conducted in many ways, even online (and you can get paid for it too!). Consult the instructions on the screen recording page for information on tools you can use to perform virtual user tests.

Preparing to Test

In-Person

• Find a quiet, distraction-free area where you can sit with your tester and use your computer
  • No background TV/music/etc.
  • No friends or family bustling around
• Print a consent form for each tester
  • In the real world, each scenario would be tested multiple times by multiple people and the results would be compared. Each tester needs their own printed consent form.
• Customize your testing script in advance by filling in the blanks and making any necessary edits
• Have your browser open to a neutral screen, such as google.com

Virtual Testing (Remote/Online)

If you are not able to conduct a test in person, you can ask your tester to share their screen. This brief walkthrough is written for Google Meet, which is free and easy to use if you already have a Google account. Other popular options include Zoom and GoToMeeting.

To cut down on echoing, it's recommended that both you and your tester use headphones during the chat. Each of you should also have audio recording (microphone) capabilities.

• Share your consent form in advance
• Start a video chat by scheduling a calendar event in advance or creating a new meeting link when needed
• Add your tester to the video chat; copying the joining information to an email or instant message is easiest
• Help your tester share their screen by providing instructions and help
• Have your tester open your prototype; you can send them the link in advance or as a chat message in Google Meet
• Confirm that you can see their screen clearly with the prototype window maximized before proceeding

Performing the Test

• Read your testing script aloud, replacing information as appropriate
  • This should be repeated for each tester
  • If you are only testing with one tester, only one run-through of the script is needed
• Have your tester sign and date the consent form; keep this somewhere safe and consider scanning the form or taking a picture for your records
• Begin recording!
• Open your prototype in prototype mode (one screen at a time)
• If you are performing a short interview before completing tasks, ask your questions
• Read through one scenario at a time
• Let your tester navigate through your interface
  • Encourage your tester to "think out loud", especially if they are confused
  • Do not try to lead your user to success! Users should make their best effort based on their interpretation of the scenario; read the “Things a therapist would say” document by Steve Krug

After Recording

• Thank the tester for their time
• Answer any questions
• Scan each signed consent form OR take a good-quality picture
• Keep your screen recording(s) somewhere safe