jonathan rubin - 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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Presented by Jonathan Rubin, MS, on September 7, 2012 at the third annual Center for Health Literacy Conference: Plain Talk in Complex Times.

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Page 1: Jonathan Rubin - The benefits of do it yourself usability testing

The benefits of “Do It

Yourself” Usability Testing

By Jonathan Rubin

First Fridays Program Manager

General Services Administration

Page 2: Jonathan Rubin - The benefits of do it yourself usability testing

2

Let me tell you a story

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3

Hanging chads

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4

inspections

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5

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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7

In this hour…

1. What is usability

2. Why you need usability

3. Idea: Do your own testing!

Page 8: Jonathan Rubin - The benefits of do it yourself usability testing

1. What is usability?

Page 9: Jonathan Rubin - 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

10

Page 11: Jonathan Rubin - The benefits of do it yourself usability testing

Good products are usable

11

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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 mind

3. Get a usable product

4. Repeat

4 Steps to Working with Users

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• Education • Demonstration Tests • Awareness

Page 17: Jonathan Rubin - The benefits of do it yourself usability testing

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

Page 20: Jonathan Rubin - The benefits of do it yourself usability testing

Top 5 Government Usability

Problems

• Too many words

Page 21: Jonathan Rubin - The benefits of do it yourself usability testing

Top 5 Government Usability

Problems

• Too many words

• Gov speak / jargon

Page 22: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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 Intranet Example 2: GSA Intranet

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?

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9/11/2012 27

Before After

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Page 30: Jonathan Rubin - The benefits of do it yourself usability testing
Page 31: Jonathan Rubin - The benefits of do it yourself usability testing

• Reduced developer time

Usability’s Return on Investment (ROI)

Page 32: Jonathan Rubin - The benefits of do it yourself usability testing

• Reduced developer time

• Reduced training time

Usability’s Return on Investment (ROI)

Page 33: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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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38

Must read: ‘Rocket Surgery Made Easy’

• Commit to monthly

product testing

• Same time each

month

• More observers +

more testing = more

buy-in

Page 39: Jonathan Rubin - The benefits of do it yourself usability testing

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 “discount” usability testing

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• Executive champion!

• One morning a month

• 1-2 rooms

Needed for “discount” usability testing

Page 42: Jonathan Rubin - The benefits of do it yourself usability testing

• Executive champion!

• One morning a month

• 1-2 rooms

• Laptops

Needed for “discount” usability testing

Page 43: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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: Jonathan Rubin - 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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48

How many people do I need?

Page 49: Jonathan Rubin - The benefits of do it yourself usability testing

Spending on usability

49

When usability is present, 10% of

development budget spent on

usability

- Usability Return on Investment (2008, Nielsen

Norman Group Report)

Page 50: Jonathan Rubin - The benefits of do it yourself usability testing

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)

50

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Matrixed Approach to Staffing

51

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

Page 52: Jonathan Rubin - The benefits of do it yourself usability testing

Types of First Fridays Tests

• 1. Formal, talk-aloud tests

Page 53: Jonathan Rubin - The benefits of do it yourself usability testing

Stakeholder

Meeting

Develop

Scenarios

Recruit

Participants

+ Observers

Conduct

Test

Write

Report

Follow-up

Meeting

Formal Testing Process

Page 54: Jonathan Rubin - The benefits of do it yourself usability testing

Testing Room Observation Room

It takes two (rooms) to test

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55

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 Minimum Usability Staffing

Testing Room

T

F

T = Tester,

F = Facilitator

Page 57: Jonathan Rubin - The benefits of do it yourself usability testing

Minimum First Fridays Staffing

Observation Room Testing Room

T

O

F M

O O

O O

O = Observer

F = Facilitator

M = Room Manager

Page 58: Jonathan Rubin - The benefits of do it yourself usability testing

Better Staffing

Observation Room Testing Room

T

F M

O

O

G = Greeter

DG = Data Gatherer

BU = Back up

G

F O O O O O

DG

BU

BU

BU

O = Observer

F = Facilitator

M = Room Manager

Page 59: Jonathan Rubin - The benefits of do it yourself usability testing

Types of First Fridays Tests

1. Formal, talk-aloud tests

2. Hallway Tests

Page 61: Jonathan Rubin - The benefits of do it yourself usability testing

Types of First Fridays Tests

1. Formal, talk-aloud tests

2. Hallway Tests

3. Navigation Improvement / Card sort

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3. Navigation Improvement

Page 63: Jonathan Rubin - The benefits of do it yourself usability testing

Types of First Fridays Tests

1. Formal, talk-aloud tests

2. Hallway Tests

3. Navigation Improvement / Card sort

4. 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

Page 65: Jonathan Rubin - The benefits of do it yourself usability testing

Teach em to fish Teach ‘em to fish

Page 66: Jonathan Rubin - The benefits of do it yourself usability testing

• 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!

Page 68: Jonathan Rubin - The benefits of do it yourself usability testing

• Observe a test

More info on First Fridays

Page 69: Jonathan Rubin - The benefits of do it yourself usability testing

• Observe a test

• Recommend a website

More info on First Fridays

Page 70: Jonathan Rubin - The benefits of do it yourself usability testing

• Observe a test

• Recommend a website

• Volunteer as a tester

(remote or in person)

More info on First Fridays

Page 71: Jonathan Rubin - The benefits of do it yourself usability testing

• 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

Page 72: Jonathan Rubin - The benefits of do it yourself usability testing

Once a month

Page 73: Jonathan Rubin - The benefits of do it yourself usability testing

Thanks!

[email protected]

[email protected]

Howto.gov/firstfridays