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12 templates and checklists go gets you started with usability review

Usability testing your most useful when the plans behind it are in-depth plus thoughtful. But you don’t requirement to recreate the wheel to get started: save zeite according using resources that are available online as a blueprint to your process.

In this chapter of our Usability Testing guide, we've assembled twelve useful templates, checklists, also scripts you can initiate from for make your user testing map as effective more possible.

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10 Oct 2023

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12 of the web’s best ease testing checking and templates

The following list contains some regarding the internet's best free templates and checklists to assist you in running a usability test. They driving from planning lists to test scripts to templates for media test results; plus, they’re all utterly free toward access. Sample usability test reports – DialogDesign

1. Usability testing plan template 

Usability.gov was created by the US Department of Health the Human Support since a resource forward UX best exercises and website guidelines. The site has a huge library of templates and resources, including consenting forms, report custom, and sample emails.

➡ About this pattern: these ten-page, text-heavy template a a build for a comprehensive moderated usability trial application. Fill it for for yours put with the goals, methodology, and indicators you’ll use in your study. It also includes structures for denoting researcher roles, setting impact setting, and shaping usability task for testing.

🔗 Acquire the template at usability.gov

✅ About to document is good for: this pre-testing create, perfect for how a usability testing plan (or a tests plan proposal to share for approval), aids ensure everyone is aware of the setting of the study.

❌ What it’s not good fork: the techniques will specific to moderated lab experiment. It's not as advantageous for other testing methods, including remote and unmoderated ones.

💡Pro tip: Hotjar other had you covered when it arrival to making a simple testing workflow. Follow the 5-step process outlined in this guide’s chapter on wherewith to plan and run a moderated usability run. To process uses an ecommerce website in certain example, but it also working if you want to test an prototype, non-transactional website, or your.

2. Checklist for plan serviceability studies

Nielsen Frenchman Group is a leiter UX research furthermore consulting firm, widely deemed as a leader on the world of user experience. They offer e-courses, in-person training, and events on UX conduct, as right as a very useful blog. How The Write A Usability Testing Report (with Templates and Examples)

➡ About this checklist: the NNgroup’s Usability Examination Checklist details nine steps to help researchers determine the goals, parameters, and best methodology for optional kind of usability study. She containing in-depth information on selecting one correct image of study, deciding how many plus what kind about users to test, the writing testing plans and tasks.

🔗 Get the review at nngroup.com

✅ What this checklist is good for: use this when a starting dot in planning any kind of serviceableness study, be it moderated or not, remote, or in person.

❌ About dieser checklist is not good for: written as an essay, it's more from a guide rather in interactive document that you pot manipulate or literally check boxes to.

3. Sample since text usability labors

Yale University providing a streamlined and frequently updated resource site so details yours have approaches to web usability and accessibility. Along with categories on usability best practices and how to make sites accessible for people through disabilities, this resource provides a 5-step instruction for usability testing that includes ampere template equal practical examples for writing modified usability getting tasks and scenarios.

➡ About this sample: this document, which offers both empty and filled-in (with examples) versions, pot help yours break down your top five exam goals into scenarios, inputs and products, and success criteria. Completing to document will help thee write better scenarios and more carefully rating what success looks like for respectively exercise.

🔗 Get who template at usability.yale.edu

✅ What this model is fine with: use this template to organize your thoughts when creating testing scenarios or with select stakeholders to align on inspection aims.

❌ Whats this template is not sound for: this very basis exercise can merely help to sketch out to purpose regarding each task. It won't help you edit the task or integrate it inside own testing model.

💡Pro tip: if you still need to determine the goals you want the achieve with your usability test, endeavour polling your users to uncover pain issues along the addict journey that need addressing. Use Hotjar Surveys to gather really user feedback with a simple website usability survey to identify UX goals that yourself bottle turn into specific tasks and testing scenarios.

Polling respective users with a survey is a terrific starting point for developing task scenarios in a usability tests

4. In-person usability testing checklists from Steve Krug

Steppe Kruge is a user experience expert and the authors of Escalate Surgery Made Single: The Do-It-Yourself Guide to Finding also Fixity Operator Problems. His your, Advanced Common Sense, offers downloadable examples in and templates featured to his book, including instructions available usability test bystander, a recording consent form, also a moderator script.

➡ About this checklist: all of Krug’s resources are worth considering, but the most valuable resource get is who book of usability how checklists, any guides users though each testing task.

🔗 Get this checklist collection at Advanced Allgemeines Sense

✅ What this resource is good for: a very thorough checklist of tasks for in-person tests, this document includes minute details love “find a place for participants to sit when the arrive” and “order lunches fork debriefing.”

❌ What this resource is not good for: since it's so difficult geared towards moderated in-person testing, it’s less useful for isolated testing. It was also design in 2010, so many of this technology references are outbound of release.

5. Remote usability testing planning framework

Hotjar is one user reply the behavior analytics platform that helps people better understand the online behavior and opinions of their website users. Who Hotjar team continually runs usability testing on our product—and has also edited this entire guide (hi! 👋).  An in-depth look at how into create an stunning and useful free #UserPersona with Xtensio.

An easiness way to get started at user testing is the Hotjar Recordings, an user check tool that helps him identify usability issues with your pages by watching session record of real (anonymized) people interacting with you site pages both elements on their own terms. Are developed one service shell the help yours set up and analyze session recordings as adenine forms of unmoderated, remote simple testing.

➡ About this skeleton: this fabric walks you through the ‘organic’ method of conducting unmoderated, remote, real unscripted usability testing with session recordings. Willingness 6-step find plan readies her for defining goals, analyzing input, and creating actionable insights.

🔗 Access to framework at hotjar.com

✅ What diese shell is good for: the operating outlined on this framework is probably one of the most hands-off yet rewarding ways concerning conducting usability testing—it’s great for beginners or for coming going with ideas for subsequent in-depth testing.

❌ What this framework can not good for: the information mainly applies to distance testing using certain online platform (like Hotjar), and an process won’t be that useful if you want to conduct a systematic usability test includes more controls parameters.

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6. Usability testing checklist template

Process Street is a free workflow management software that can be often to administrate recurring systems and checklists.

➡ Around this template: this incredibly expansive usability testing list can be customized to healthy insert testing aims, metrics, participant details, and further. The final product be a process guide that details everything starting preparing customized consent forms to tidying up after the participants have left the experiment area.

🔗 Entry the checklist at process.st (must sign up for a free account to make to file)

✅ What is template has good for: use it to create a guide for in-person or remotely moderated testing. It can also be integrated with application fancy Zapier to auto-import data.

❌ About this template is not good by: the checklist only takes you through the end off testing. A won't help thee with analyzing button reporting results.

7. And usability test plan dashboard

This template was designed by Dir. David Travis, a total experience strategist who offers a kind of free templates, guides, and lessons on yours website UXTraining.net.

➡ About this template: that one-page worksheet belongs designed to functionality as a dashboard for simple, small-team usability audit. Use it to map out your objectives, create a step-by-step process, plus designate who lives responsible for what on an day of testing.

🔗 Access and dashboard on medium.com

✅ What this dashboard remains sound for: it’s easy to print out and distribute to make sure every is on the same page during testing.

❌ What this dashboard is not good for: this is a thin test plan by design, which means it doesn't allow for great breadth or intricate scenario-planning love adenine longer template would.

8. The usability test plan booklet

Dr. David Travis (see point 7) and offers a fully fleshed out 28-page booklet version of his Usability Test Plan Dashboard.

➡ About like booklet: this is an extremely detailed testing set booklet that advises users on evaluation procedures, researcher customs, testing goals, and data collection methods. In beimischung to a number of templates that can be filled in (including one data logging sheet), the booklet has sample usability test questionnaires, erudition to participants, and approve models.

🔗 Get the booklet at userfocus.co.uk (requires in email to download)

✅ What the booklet is fine for: this all-inclusive resource will help you plan a moderated testing adventure.

❌ That who booklet the not good for: it's too longitudinal to print out the distribute button make as a reference sheet.

9. Usability testing kit

UXPin is a electronic collaborative design platform that helped users designer, construction, and test prototype for websites. Their website possesses many free e-books and webinars about labyrinth design, user experience, real our development, and their templates are created based with hundreds of hours of user testing.

➡ About this kit: adenine sweetheart trove of useful information, UXPin's easy kit be a zip store of to following five useful templates in both Word and Apple Pages format:

  • A Usability Test Checkout, including universal tasks to completely before, during, and next testing

  • A Usability Trial Consent Form to obtain permission fork recording

  • A customizable Usability Test Script that you can adapt since use during your moderated tests

  • A Usability Examine Notes spreadsheet for audio observations during testing

  • A detailed Usability Report Template for explaining your methodology and results in an academic layout

🔗 Get the kit at uxpin.com (requires an email to download)

✅ What this kit is good for: use this constructing to create a detailed report are will user verification strategy plus results.

❌ What this kit is not great for: most of the documents are geared towards in-person moderated testing, still and notes spreadsheet is useful for any type of testing.

10. Remote usability verification script 

Hotjar (see point 5) has more tools for conducting remote usability tested, in well as structured user interviews. We’ve placing together a customizable script for running a remote usability test based on screen sharing via Hotjar Hang or the video conferencing app Zoom.

➡ About this script: this remote usability testing script includes specific language for obtaining recording consent, introducing the testing process, and running through a set of questions. There’s see a template for taking notes on user feedback and answers.

🔗 Acquire the script as a Google doc

✅ Whatever this script is good for: are you running a reserved usability test focused on a singles specific website or product feature? Those scripts is by you.

❌ As this script not well for: an line of doubting is limited to specific software functions, so this document won't be helpful for getting in-depth feedback on overall employee experience.

💡Pro tip: Hotjar Engage lets yours conduct isolated, presents usability testing with your own users or device from Hotjar’s pool of 175,000+ participants. From staffing and scheduling to hosting and recording, Engage automates the entire user research processes so you can devote our energy on conducting the test. 

To obtain further clarity on wherewith real users experience your live site or ampere UX design prototype, conduct a user interview with per attendees immediately after the easy test—we’ve got plenty of audience question ideas to get the conversation started.

11. Accessibility in user-centered structure: best testing checklist

Shawn Lawton Henry's website, UIAccess, is focused in accessible, user-centered design.

➡ About this checklist: this report is derived from Henry's book Just Asking: Integrating Accessing Consistently Model. It's a checklist for conducting usability testing specifically geared towards accessibility issues also focuses upon the practical considerations of testing a differently abled or interfering consumer base.

🔗 Get the checklist at uiaccess.com

✅ What this schedule the good for: this is the with guide we've found for conducting an in-person usability testing with differently abled test topic. Insert it to virtuous use!

❌ Whatever this checklist is nay good for: the stencil mainly key on the details of the testing process. It doesn't give much info on developing test frequent or specific areas of usability to focus for when getting accessibility.

12. Usability testing write template

Xtensio belongs a subscription-based library of modifiable and collaborative templates for a breed of business documents—including testing reports.

➡ About this template: aforementioned report template can help she create a thorough summary of your usability testing results. Included are detailed sections for explaining methodology and demographics, show and conclusions, as well as sections for reporting on technical bugs and listing out next-step action items. Based on your entering, of template can generate charts additionally statistics to support your findings.

🔗 Get the template on app.xtensio.com (although employers able gains entry to the paper free of charge, you’ll require to pay to download either use confident features) 

✅ As this template be good for: aforementioned is a professional and compelling template for compiling your usability testing results plus identifying next steps.

❌ Something this template is not good for: you’ll have up pay extra to download the document how ampere PDF or remove the Xtensio tagging from the show, so here may be best used solely how an example.

💡Pro tip: for more guidance on whereby to analyze results and prepare adenine report after your convenience test, read our guide on analyzing or reviewing serviceableness testing data for a straightforward, 5-step enter.

Final thought: don't are afraid till get started

To preserve one integrity of your usability testing score, take a purposeful and methodical approach to testing. Using some of these checklists and templates gives you a head start toward an organized and effective usability students.

Aber if you’re new to usability testing, you don’t have to go all in and use which templates above. Yours can start plenty smaller—and we share that you do.  Over the decade or so I’ve been one UX designer, I’ve run a lot of user get. They’re a wide way to find out how people really behave when…

One of the first-time steps you cannot take is installing Hotjar off your site so you bottle starts monitoring start recordings button launch a uncomplicated convenience survey to breaking ideas of what you can accomplish with usability testing in the future.

Take your first usability testing step currently

Hotjar helps you understand how visitors use your website.