- Determine what you’re going to be testing (site, wireframes, prototype, etc.)
- Create your list of tasks and scenarios to test
- Decide what kind(s) of users you want to test with
- Determine where you are testing
- Get feedback on your list of tasks from the project team and stakeholders
- Arrange incentives for participants
- Start screening participants and scheduling them into time slots
- Send “save the date” email inviting team members and stakeholders to attend
- Send email to the participants with directions, parking instructions, location of the test room, name and phone number of someone to call on the test day if they’re late or lost, and the non-disclosure agreement if you’re using one
- Do a pilot test of the scenarios
- Get any user names/passwords and sample data needed for the test (e.g., dummy processes using the mock-ups)
- Make copies of handouts for participants
- Recording consent form
- Sets of the scenarios on individual pieces of paper
- Prepare note taker
- Instructions for Usability Test note taker
- List of Scenarios
- Copy of the test script
- If in-person, verify that no one has double-booked your test and observation rooms
- Get feedback on your list of tasks from the project team and stakeholders