Category Archives: Usability Testing

Usability Testing Content

For the past three years, I’ve been run­ning usabil­ity tests on soft­ware appli­ca­tions. Most of the tests have been to mea­sure and iter­ate on designs and inter­ac­tions.  How­ever, lately many of my projects my team has taken on have been related to *test­ing con­tent*.  I real­ized that I needed a refresher on how to test con­tent, and wanted to share with you what I’ve been review­ing. High­lighted below are some of the meth­ods iden­ti­fied in the UX com­mu­nity to help eval­u­ate whether the con­tent on your Web sites is use­ful for your cus­tomers and prospects.  Not sur­pris­ingly, test­ing con­tent is actu­ally very sim­i­lar to test­ing design/interactions.

Con­tent Test­ing Meth­ods:

Iter­a­tive Test­ing. Kevin O’Connor and Colleen Jones’s 2010 IA Sum­mit talk: “Test­ing Con­tent: Early, Often, & Well” is a great resource on test­ing con­tent (here is the audio). Not sur­pris­ingly, she talked about how impor­tant it is to test con­tent iter­a­tively, just like we test designs and inter­ac­tions.  She will often start with a base­line test of the con­tent that is on the live site, then fol­low that up with con­cept test­ing, and then do a val­i­da­tion test.  What was inter­est­ing was how she focused the *pro­to­col* on three key con­tent ques­tions:  Can users find and read the con­tent they need? Do they under­stand the con­tent? Can and will they *act* on the content?

5 Sec­ond Tests. Chris­tine Per­fetti wrote an excel­lent arti­cle: “5-Second Tests: Mea­sur­ing Your Site’s Con­tent Pages.”  Using this method, you’d basi­cally show par­tic­i­pants a web page for 5 sec­onds, take it away, and then ask them for their ini­tial impres­sions.  Chris­tine says you can ask them to describe back to you what they saw.  She says users make impor­tant judge­ments in the first moments they visit a page.  This method helps to uncover those judge­ments.  Also, it can mea­sure whether the calls to action on the page are appar­ent enough.  She describes a case study with the Amer­i­can Red Cross, where 5 Sec­ond Tests helped them iter­ate on the design of their dona­tion page, to make sure users knew what all the dona­tion options were (i.e., donat­ing air­line miles, stock, clothes, etc.).

Inher­ent Value Tests. Chris­tine Per­fetti and Jared Spool talk about this method in a cou­ple of arti­cles, and in a pod­cast.  They say you’d want to run an Inher­ent Value Test when your team needs to know how well a Web site com­mu­ni­cates the inher­ent value the design­ers have put into it, and whether new cus­tomers under­stand the true value of the ser­vice.  How it works:  recruit two user groups, in the first phase, you recruit exist­ing users, and inter­view them about what they like about the prod­uct (what they find valu­able).  This will help to iden­tify fea­tures loyal cus­tomers miss.

Eye Track­ing, Gaze Plot­ting, and Web Ana­lyt­ics. I talked with a our Tech­ni­cal Writer, Mau­reen Lau, who had recently attended the Nielsen Nor­man Group’s course on “Writ­ing for the Web.”  I learned from her that the Nielsen Nor­man Group tests a lot of con­tent with Eye Track­ing, Gaze Plot­ting, and Google Web Opti­mizer.  Eye Track­ing tests how long they look at a par­tic­u­lar area (the more red, the more they looked at it).  Gaze Plot­ting, tests where their eyes jump to.  She said you go through a sim­i­lar process with con­tent as you do with inter­ac­tions (paper pro­to­typ­ing, iter­at­ing, try­ing to under­stand users’ needs, etc.).  She said Eye Track­ing and Gaze Plot­ting are great to see where peo­ple look, and what catches their eye, how­ever you need to inter­view peo­ple at the same time, to see if they are actu­ally com­pre­hend­ing what they have looked at. They will use the Google Web Opti­mizer to roll out an AB test, and see which con­tent “per­forms” bet­ter.  She told me about how read­ers typ­i­cally read in an F-shaped pat­tern.  Finally, she said we want to cre­ate tasks around the con­tent. Since users often search for key­words, they sug­gested get­ting a bet­ter sense of what SEO key­words we use, and test­ing to see if they look for those key words, where they’d expect to look for it, etc.

Test­ing Con­tent Con­cepts. Colleen Jones wrote an excel­lent arti­cle called “Test­ing Con­tent Con­cepts” that walks through the spe­cific pro­to­col, probes, and ques­tions to ask par­tic­i­pants about when test­ing con­tent.  Colleen says a “Con­tent Con­cept” is a mockup or draft of your con­tent.  She says if your run a usabil­ity test on your con­tent, and your con­tent is not work­ing well, you should fix the prob­lems and test again until it does. Colleen rec­om­mends test­ing in three lev­els of fidelity:  con­tent only, con­tent in a wire­frame, con­tent in pol­ished design.  What I found most inter­est­ing in her arti­cle was her rec­om­men­da­tion to focus obser­va­tions on how usabil­ity par­tic­i­pants work with the con­tent. I also liked her rec­om­men­da­tion of mea­sur­ing how suc­cess­ful peo­ple are at read­ing, under­stand­ing, and remem­ber­ing key mes­sages in the con­tent. Colleen dis­cusses the biggest chal­lenge in test­ing con­tent:  mea­sur­ing how the con­tent has influ­enced the par­tic­i­pant to take action. She says “don’t press too hard, and thus, end up with mis­lead­ing ratio­nal­iza­tions.” One idea Colleen has that could work well for us, is to con­duct a clos­ing ques­tion­naire  that asks whether par­tic­i­pants would now make a deci­sion that dif­fers from their typ­i­cal deci­sion, and to rate how well the con­tent informed their decision.

I’ve never been so con­vinced of how crit­i­cal it is to test not only how to nav­i­gate to con­tent and how to find con­tent, but to test the con­tent itself.  It is the con­tent itself that dri­ves influ­ence and calls read­ers to action.

If you have any com­ments, ques­tions, or alter­na­tive meth­ods to test con­tent, please leave a com­ment below!

Seven Tips for Presenting Usability Issues to Stakeholders

In a pre­vi­ous life, I was a Library and Infor­ma­tion Sci­ence mas­ters stu­dent, and part-time ref­er­ence desk librar­ian. I worked in the Bio­med­ical library, con­nect­ing med­ical stu­dents and pro­fes­sion­als to jour­nals, arti­cles, research, stud­ies, books, knowledge…I attended med­ical library con­fer­ences and stud­ied how to help med­ical pro­fes­sion­als with “evidence-based prac­tice.” As a
result, I became adept at help­ing peo­ple find evi­dence to base their prac­tice on in med­ical research lit­er­a­ture. That skill has cer­tainly served me well as a user expe­ri­ence researcher as I work closely with design­ers and stake­hold­ers, and now unsur­pris­ingly, find­ing and deliv­er­ing evi­dence to inform design deci­sions is my absolute favorite part of this won­der­ful job.

I’m in the thick of user research on my cur­rent project, and along the way I’ve been remind­ing myself of all sorts of best prac­tices I learned from the bril­liant Joan Kaplowitz, an Infor­ma­tion Lit­er­acy Librar­ian.  Using her advice, I do every­thing I can to make sure the peo­ple con­sum­ing the infor­ma­tion I present, are get­ting what they need and inform­ing the design ques­tions they have.

My hope is what works well for me, using Joan’s prin­ci­ples, will help you too when you have to com­mu­ni­cate your results to a team of stakeholders.

1. Engage your stakeholders

“Active learn­ing is bet­ter than pas­sive recep­tion for reten­tion and trans­fer of learn­ing.” Joan Kaplowitz

In my expe­ri­ence, the best way to engage stake­hold­ers, and have them actively learn usabil­ity issues is to involve them in the research.  Hav­ing them come to observe usabil­ity test ses­sions and con­tribute their obser­va­tions to an affin­ity dia­gram is a very effec­tive way for them to retain the feed­back they hear, and see trends across users.  One strat­egy I learned from attend­ing the Nile­sen Nor­man Group Usabil­ity Boot­camp in 2007 was from Kara Per­nice: have your observers take notes on post-its (quotes, obser­va­tions, one issue per post-it), and then change color post-its for dif­fer­ent par­tic­i­pants. Then you can start to group issues together with stake­hold­ers, and see usabil­ity trends across users (col­ors). Your dia­gram of groups then can turn into your report, tran­scrib­ing your wall of insights into a pre­sen­ta­tion slide deck or any other format.

2. Keep it light­weight

“Less is more. It is bet­ter to teach a few things well than to over­whelm learn­ers with so much infor­ma­tion that they become frus­trated, anx­ious, and unable to retain any­thing from the instruc­tion.” Joan Kaplowitz

The best way to describe this prin­ci­ple as it applies to report­ing usabil­ity find­ings was best artic­u­lated by Todd Wilkens from Adap­tive Path: “The effec­tive­ness of your research report is inversely pro­por­tional to the thick­ness of it’s bind­ing.”  You will be so much more effec­tive in mak­ing change hap­pen, and get­ting peo­ple to take action on your find­ings, if you don’t over­whelm them with new infor­ma­tion. Your goal is to inspire your stake­hold­ers to address the usabil­ity issues, and have design­ers solve the usabil­ity prob­lems.  Then, val­i­date those changes were suc­cess­ful with another round of testing!

3. Get them talking

“The instructor’s voice should be the one heard least dur­ing teach­ing.” Joan Kaplowitz

The best pre­sen­ta­tions I’ve ever given have been because I met with stake­hold­ers ahead of time to get a sense of what they learned from watch­ing usabil­ity ses­sions. Get design­ers to tell you what they learned, because it doesn’t mat­ter so much what is in your head, as it does what is in theirs. Before giv­ing your final pre­sen­ta­tion to the larger group of stake­hold­ers, talk with your key stake­hold­ers, and have them tell you what they learned, observed, and took away from the ses­sions.  Review the take­aways you intend to present, and invite them to add to it. Your final pre­sen­ta­tion will be far more effec­tive at inspir­ing change to happen.

4. Grab them in the first 5 minutes

“You win or lose your audi­ence in the first five min­utes. Talk to your learn­ers as they enter the room. Pro­vide them with some­thing to do and/or think about as peo­ple are arriv­ing. Engage them from the start.” Joan Kaplowitz

Some­times the begin­ning of the find­ings pre­sen­ta­tion is the most chal­leng­ing, because all your great insights are com­ing later in your slide deck.  How­ever, the begin­ning of a pre­sen­ta­tion ALWAYS sets the stage for the mes­sage you are giv­ing. Get to the pre­sen­ta­tion room early, and build rap­port with each per­son who comes through the door.  Great them with a hello, and say their name (peo­ple love to hear their own name).  The goal before the pre­sen­ta­tion starts is to get “audi­ence mem­bers” on your side, because in my expe­ri­ence, these are the folks that that are most likely to help fend of heck­lers in your defense! Also, you want a strong intro­duc­tion.  You def­i­nitely don’t want to stum­ble through your first 2 min­utes of speak­ing.  Here is a basic intro­duc­tion that I use often — but the more cre­ative you can be the better!

Great, let’s go ahead and get started. Today we are going to talk about_____________. We have about 45 min­utes for the dis­cus­sion, and I’ll leave some time at the end for ques­tions, but if you have any ques­tions along the way, please feel free to ask. First I want to ask… who had a chance to observe the ses­sions?  Great, well if there is any­thing you would like to add that you remem­ber observ­ing, please feel free…”

5. Demon­strate each key issue

This advice I learned on the ground floor at the UCLA Bio­med­ical Library ref­er­ence desk.  Stu­dents, nurses, patients, etc. would come to the desk ask­ing how to use the library data­bases.  The most effec­tive way for them to learn how to use the data­bases wasn’t just telling them, but actu­ally demon­strat­ing it to them. In fact, it was best if you could hand the key­board to them, and have them drive them­selves.  In an usabil­ity find­ings pre­se­n­a­tion, you really want to re-create the issues that par­tic­i­pants had dur­ing the ses­sion.  Stake­hold­ers tend to be quite visual, and greatly ben­e­fit if you show them what you mean.  Take full screen shots, and sim­u­late the expe­ri­ence of using the tech­nol­ogy using basic ani­ma­tions such as fad­ing in.  This seems to be the best way to re-tell the story, and have your find­ings really sink in with stakeholders.

6. Keep track of your effectiveness

“Always include a way to assess your out­comes. Oth­er­wise you will have no idea if your learn­ers have attained them.” Joan Kaplowitz

In the world of UX Research, the best way to assess your out­comes is to keep track of which issues are on the plan to get­ting fixed, and which ones have not been fixed. You can keep track of these in an Excel spread­sheet on your own, but the best is to have your issues make it to the prod­uct roadmap.  You want to see your usabil­ity issues turn into “user sto­ries” if you are work­ing with Agile teams, or pos­si­bly the roadmap, bug fixes, or “change requests” if you are work­ing in a water­fall envi­ron­ment. How­ever your orga­ni­za­tion keeps track of changes that need to be made to the sys­tem, do what you can to make sure usabil­ity issues are rep­re­sented there.

7. Take a multi-format approach

“Use hand­outs, web pages, and pre and post activ­i­ties to extend your con­tact time with your learn­ers. Offer ways for learn­ers to keep the con­ver­sa­tion going after instruc­tion is com­pleted — through email, blogs etc.” Joan Kaplowitz

A Pow­er­Point pre­sen­ta­tion is a great way to walk through usabil­ity find­ings.  How­ever, you don’t want to only deliver a slide deck. In addi­tion to your pre­sen­ta­tion, you will want to give a “hand out” to your key stake­hold­ers, the peo­ple who need a “check list” of things to address.  Don’t rely on them tak­ing their own notes dur­ing the pre­sen­ta­tion, give them a list that they can eas­ily make notes to.  You don’t need to pass this out to every­one, just to your 1 or 2 key stake­hold­ers. Also, I’ve seen a fol­low up email work really well, with a link to your pre­sen­ta­tion, to the record­ing of the dis­cus­sion, and a cou­ple bul­lets that sum­ma­rize the key take­aways.  Invit­ing users to con­tinue the con­ver­sa­tion using wiki pages is a great way to keep them engaged, and con­tinue with next steps.

So there you have it. This is my very best advice on how to present usabil­ity find­ings so that it inspires your stake­hold­ers to take action. Many of the infor­ma­tion lit­er­acy prin­ci­ples listed here apply to bas­ing design deci­sions on evi­dence.   How do you com­mu­ni­cate your usabil­ity issues?