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The benefits of “Do It
Yourself” Usability Testing

  By Jonathan Rubin
  First Fridays Program Manager
  General Services Administration
Let me tell you a story




                          2
Hanging chads




                3
inspections




              4
butteflu




           5
Why did problems occur?

They didn’t listen to customer’s
wants, needs and expectations.
TAKEWAY MESSAGE: Testing
with customers gets you
valuable feedback (duh)!
In this hour…

1. What is usability
2. Why you need usability
3. Idea: Do your own testing!



                                7
1. What is usability?
Usability =


How people interact with a
product, system or service,
and how they expect it to
work.
Usability ≠ Quality Control




                              10
Good products are usable




                           11
What is it? How do you use it?




                                 12
What is it? How do you use it?




                                 13
Don’t feel stupid!




                     14
4 Steps to Working with Users
1. Observe users (customers) using your
 product
2. (Re)design with users in mind
3. Get a usable product
4. Repeat
• Education
• Demonstration Tests
• Awareness
We’ve helped these folks
•   DOT         •   State
•   Interior    •   FCC
•   IRS         •   USAJobs
•   U.S. Army   •   Census
•   NASA        •   NSF
•   Labor       •   NIH
•   OMB         •   And 35
•   GSA             others
                               17
Free @ Howto.gov/firstfridays
• Usability Testing Scripts
• Email Templates
• Best Practices
• Final Report Examples
• Project Management
• Before and After Screenshots
• Videos
• Etc.
2. Why you need usability
Top 5 Government Usability
           Problems
• Too many words
Top 5 Government Usability
           Problems
• Too many words
• Gov speak / jargon
Top 5 Government Usability
           Problems
• Too many words
• Gov speak / jargon
• Top tasks hard to find
Top 5 Government Usability
             Problems
•   Too many words
•   Gov speak / jargon
•   Top tasks hard to find
•   Ineffective navigation
Top 5 Government Usability
             Problems
•   Too many words
•   Gov speak / jargon
•   Top tasks hard to find
•   Ineffective navigation
•   Ineffective search results
Example 2: GSA Intranet
?
Before   After




                        27
                 9/11/2012
Usability’s Return on Investment (ROI)
• Reduced developer time
Usability’s Return on Investment (ROI)
• Reduced developer time
• Reduced training time
Usability’s Return on Investment (ROI)
• Reduced developer time
• Reduced training time
• Reduced help desk calls / emails
Usability’s Return on Investment (ROI)
•   Reduced developer time
•   Reduced training time
•   Reduced help desk calls / emails
•   Higher task completion rate
Usability’s Return on Investment (ROI)

•   Reduced developer time
•   Reduced training time
•   Reduced help desk calls / emails
•   Higher task completion rate
•   PR boost
Know your users,
for you are not them
        - Usability Yoda
3. Idea: Do your own testing!
Must read: ‘Rocket Surgery Made Easy’


                  • Commit to monthly
                  product testing
                  • Same time each
                  month
                  • More observers +
                  more testing = more
                  buy-in
                                    38
Needed for “discount” usability testing

                   • Executive champion!
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month




          Needed for UT
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
Needed for “discount” usability testing

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
Needed for “discount” 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

                   • 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

                   • Executive champion!
                   • One morning a month
                   • 1-2 rooms
                   • Laptops
                   • Screen sharing
                   software ($1000/yr)
                   • Volunteers
                   • Food ($10/person)
                   • Incentives ($0- $80)
                   • Training (FF)
How many people do I need?




                        48
Spending on usability


When usability is present, 10% of
development budget spent on
usability
- Usability Return on Investment (2008, Nielsen
Norman Group Report)


                                                  49
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
Matrixed Approach to Staffing

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


                                      51
Types of First Fridays Tests
• 1. Formal, talk-aloud tests
Stakeholder
                 Meeting



Follow-up                      Develop
 Meeting                      Scenarios


            Formal Testing
               Process
                               Recruit
 Write
                             Participants
 Report
                             + Observers


                Conduct
                 Test
It takes two (rooms) to test




Observation Room   Testing Room
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



                                         55
Absolute Minimum       T = Tester,
 Usability Staffing    F = Facilitator




                                  T

                                  F



                      Testing Room
Minimum First       O = Observer
                    F = Facilitator
Fridays Staffing    M = Room Manager


    O   O    O

                               T

                               F
    O   O    M


 Observation Room    Testing Room
Better        O = Observer     G = Greeter
                F = Facilitator  DG = Data Gatherer
 Staffing       M = Room Manager BU = Back up



        O   O      F
BU

BU                                          T

BU                                          F
       DG   O      M


     Observation Room G        Testing Room
Types of First Fridays Tests
1. Formal, talk-aloud tests
2. Hallway Tests
2. Hallway Test
Types of First Fridays Tests
1. Formal, talk-aloud tests
2. Hallway Tests
3. Navigation Improvement / Card sort
3. Navigation Improvement
Types of First Fridays Tests
1.   Formal, talk-aloud tests
2.   Hallway Tests
3.   Navigation Improvement / Card sort
4.   Quick Win Evaluation (Heuristics Analysis)
4. Quick Win Evaluation (Heuristics)

• Not for newbies
• Group or single person feedback
  – Checklist
  – Task run-through
• PRO: Fast! <1 week
• CON: No users



                                        64
Teach ‘em to fish
    Teach em to fish
Review: What you need to fish
              • Executive champion!
              • One morning a month
              • 1-2 rooms
              • Laptops
              • Screen sharing
              software
              • Volunteers
              • Food
              • Incentives for testers
              • Training (First Fridays!)
Free usability resources!




  Howto.gov/firstfridays
More info on First Fridays
           • Observe a test
More info on First Fridays
           • Observe a test
           • Recommend a website
More info on First Fridays
           • Observe a test
           • Recommend a website
           • Volunteer as a tester
           (remote or in person)
More info on First Fridays
           • Observe a test
           • Recommend a website
           • Volunteer as a tester
           (remote or in person)
           • Learn to fish (Facilitator
           in Training program)
Once a month
Thanks!

Jonathan.rubin@gsa.gov

 firstfridays@gsa.gov

 Howto.gov/firstfridays

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Jonathan Rubin - The benefits of do it yourself usability testing

  • 1. The benefits of “Do It Yourself” Usability Testing By Jonathan Rubin First Fridays Program Manager General Services Administration
  • 2. Let me tell you a story 2
  • 6. Why did problems occur? They didn’t listen to customer’s wants, needs and expectations. TAKEWAY MESSAGE: Testing with customers gets you valuable feedback (duh)!
  • 7. In this hour… 1. What is usability 2. Why you need usability 3. Idea: Do your own testing! 7
  • 8. 1. What is usability?
  • 9. Usability = How people interact with a product, system or service, and how they expect it to work.
  • 10. Usability ≠ Quality Control 10
  • 11. Good products are usable 11
  • 12. What is it? How do you use it? 12
  • 13. What is it? How do you use it? 13
  • 15. 4 Steps to Working with Users 1. Observe users (customers) using your product 2. (Re)design with users in mind 3. Get a usable product 4. Repeat
  • 16. • Education • Demonstration Tests • Awareness
  • 17. We’ve helped these folks • DOT • State • Interior • FCC • IRS • USAJobs • U.S. Army • Census • NASA • NSF • Labor • NIH • OMB • And 35 • GSA others 17
  • 18. Free @ Howto.gov/firstfridays • Usability Testing Scripts • Email Templates • Best Practices • Final Report Examples • Project Management • Before and After Screenshots • Videos • Etc.
  • 19. 2. Why you need usability
  • 20. Top 5 Government Usability Problems • Too many words
  • 21. Top 5 Government Usability Problems • Too many words • Gov speak / jargon
  • 22. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find
  • 23. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find • Ineffective navigation
  • 24. Top 5 Government Usability Problems • Too many words • Gov speak / jargon • Top tasks hard to find • Ineffective navigation • Ineffective search results
  • 25. Example 2: GSA Intranet
  • 26. ?
  • 27. Before After 27 9/11/2012
  • 28.
  • 29.
  • 30.
  • 31. Usability’s Return on Investment (ROI) • Reduced developer time
  • 32. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time
  • 33. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails
  • 34. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails • Higher task completion rate
  • 35. Usability’s Return on Investment (ROI) • Reduced developer time • Reduced training time • Reduced help desk calls / emails • Higher task completion rate • PR boost
  • 36. Know your users, for you are not them - Usability Yoda
  • 37. 3. Idea: Do your own testing!
  • 38. Must read: ‘Rocket Surgery Made Easy’ • Commit to monthly product testing • Same time each month • More observers + more testing = more buy-in 38
  • 39. Needed for “discount” usability testing • Executive champion!
  • 40. Needed for “discount” usability testing • Executive champion! • One morning a month Needed for UT
  • 41. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms
  • 42. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops
  • 43. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr)
  • 44. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers
  • 45. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers • Food ($10/person)
  • 46. Needed for “discount” usability testing • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software ($1000/yr) • Volunteers • Food ($10/person) • Incentives ($0- $80)
  • 47. Needed for “discount” 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)
  • 48. How many people do I need? 48
  • 49. Spending on usability When usability is present, 10% of development budget spent on usability - Usability Return on Investment (2008, Nielsen Norman Group Report) 49
  • 50. 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
  • 51. Matrixed Approach to Staffing • Part-time volunteers! • Borrow from other departments • You are “providing skill building opportunities” • Flexible needs: 1 -20 hours a month 51
  • 52. Types of First Fridays Tests • 1. Formal, talk-aloud tests
  • 53. Stakeholder Meeting Follow-up Develop Meeting Scenarios Formal Testing Process Recruit Write Participants Report + Observers Conduct Test
  • 54. It takes two (rooms) to test Observation Room Testing Room
  • 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 55
  • 56. Absolute Minimum T = Tester, Usability Staffing F = Facilitator T F Testing Room
  • 57. Minimum First O = Observer F = Facilitator Fridays Staffing M = Room Manager O O O T F O O M Observation Room Testing Room
  • 58. Better O = Observer G = Greeter F = Facilitator DG = Data Gatherer Staffing M = Room Manager BU = Back up O O F BU BU T BU F DG O M Observation Room G Testing Room
  • 59. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests
  • 61. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests 3. Navigation Improvement / Card sort
  • 63. Types of First Fridays Tests 1. Formal, talk-aloud tests 2. Hallway Tests 3. Navigation Improvement / Card sort 4. Quick Win Evaluation (Heuristics Analysis)
  • 64. 4. Quick Win Evaluation (Heuristics) • Not for newbies • Group or single person feedback – Checklist – Task run-through • PRO: Fast! <1 week • CON: No users 64
  • 65. Teach ‘em to fish Teach em to fish
  • 66. Review: What you need to fish • Executive champion! • One morning a month • 1-2 rooms • Laptops • Screen sharing software • Volunteers • Food • Incentives for testers • Training (First Fridays!)
  • 67. Free usability resources! Howto.gov/firstfridays
  • 68. More info on First Fridays • Observe a test
  • 69. More info on First Fridays • Observe a test • Recommend a website
  • 70. More info on First Fridays • Observe a test • Recommend a website • Volunteer as a tester (remote or in person)
  • 71. More info on First Fridays • Observe a test • Recommend a website • Volunteer as a tester (remote or in person) • Learn to fish (Facilitator in Training program)