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@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Guerrilla usability survival guide
A quick-start guide to designing and preparing
guerrilla usability testing sessions
@thedxw www.dxw.com @lily_dart @rosebotanic
Guerrilla usability testing is a low cost method of usability
testing. The term ‘guerrilla’ refers to its ‘out in the wild’
style, in the fact that it can be conducted [...] anywhere
there is significant footfall.
Guerrilla testing works well to quickly validate how
effective a design is on its intended audience, whether
certain functionality works in the way it is supposed to, or
even establishing whether a brand or proposition is clear.”
“
GOV.UK Service Design Manual
http://bit.ly/govuk-guerrilla
@thedxw www.dxw.com @lily_dart @rosebotanic
Contents
→ The basics
→ Environment
→ The script
→ Incentives
→ Interviewing techniques
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
The basics
@thedxw www.dxw.com @lily_dart @rosebotanic
Research question
Before you start any kind of research, it’s useful to have one
or two research questions or hypotheses to focus your
study and your findings.
This can be as simple as:
→ Can users complete this task easily?
→ Can users find key pieces of content?
→ Do users understand what the organisation does?
@thedxw www.dxw.com @lily_dart @rosebotanic
Structure of sessions
A guerrilla usability study usually comprises of 6-8
sessions, each is usually no more than 15 minutes long.
Each session includes:
→ Your introduction and explanation
→ Gaining permission and written consent
→ Questions about your participant
→ 2 or 3 scenario-based tasks to test the website or app
@thedxw www.dxw.com @lily_dart @rosebotanic
What you’ll need
Requirements for guerrilla testing can vary depending on
what you’re researching, but generally you will require:
→ A laptop or mobile device to test on
→ Software on the device to record the session
→ Wifi, or a mobile internet connection
→ A script of what you’re going to cover
@thedxw www.dxw.com @lily_dart @rosebotanic
Recording
It isn’t strictly necessary to record your guerrilla sessions,
but being able to refer to them later will increase the
potential insights you might gain from them. There are apps
for most devices:
If you are recording, you must get written consent.
→ Silverback for Mac OSX
→ Rec for Android
→ UX Recorder for iPhone and iPad
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Environment
@thedxw www.dxw.com @lily_dart @rosebotanic
Location
Running your guerrilla testing sessions in multiple locations
is recommended, to get a broader variety of participants.
However, it’s important to pick appropriate venues. You
should consider:
→ Whether your target audience are likely to be there
→ Whether you can get permission to approach people
→ Whether you can stop there for 10-15 minutes
→ Whether there is access to the internet, or 3G/4G signal
@thedxw www.dxw.com @lily_dart @rosebotanic
Time and activities
The activities that occur in the environment you’re testing in
are also important to consider, as it may affect whether or
not people feel able to give you their time. You should
consider:
→ Whether participants will have time to stop
→ Whether participants will be busy, or under pressure
→ Whether participants might be with friends or family
→ What time of day is most appropriate
@thedxw www.dxw.com @lily_dart @rosebotanic
Example
Let’s say you have an app that helps people to find local
bars that serve their favourite drinks. Your target audience
is people between 20-34, earning between 35-65k, who
regularly visit city centres. You might choose to:
→ Run your sessions at two mid-range bars in a city
→ Approach people between 5-6pm, because:
→ They’re likely to be alone, waiting for friends
→ The bar will be quieter
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
The script
@thedxw www.dxw.com @lily_dart @rosebotanic
Introduction
Because you are approaching strangers, your introduction
should be well practiced and confident. It should include:
→ Who you are
→ What you’re asking them to do
→ Whether the session is being recorded
→ The length of the session
→ Details of any incentive they may receive
@thedxw www.dxw.com @lily_dart @rosebotanic
Example
Hi, do you have a few minutes?
My name is Rose and I’m from a digital agency called dxw.
I’m here asking people to take a look at a website and to
let me know what they think, and I’ll be recording the
answers.
It won’t take any longer than 10 minutes and we’ll buy you
a coffee or a slice of cake to say thank you for your time.
Does that sound like something you’d be interested in?”
“
Be respectful, and walk away if they aren’t interested.
@thedxw www.dxw.com @lily_dart @rosebotanic
Screening questions
You can’t pre-select participants for guerrilla usability
testing, so it’s important to find some information out about
your participants on the day.
Consider what attributes your target audience have. What
is the minimum amount of information that you’ll need to
understand if your participant is part of your target
audience?
@thedxw www.dxw.com @lily_dart @rosebotanic
Examples
“Where do you live?”
“What is your residential status?”
“Do you live with anyone?”
“What is your marital status?”
“Are you employed?”
Don’t collect information you don’t need, and check that
the participant is comfortable discussing these topics.
@thedxw www.dxw.com @lily_dart @rosebotanic
Scenarios
Scenarios give participants real-world context as to why
they might complete the task that you’re asking them to
test.
They allow for more realistic responses from participants,
as they more closely mirror how they might interact with a
website in their own time.
@thedxw www.dxw.com @lily_dart @rosebotanic
Example
You have just been offered a full-time job and are
about to sign the employment contract.
The contract says that you only get 5 days of paid
holiday per year. You aren’t sure if, legally, that’s
enough.
Where do you go to check?”
“
@thedxw www.dxw.com @lily_dart @rosebotanic
Written consent
If you are recording participants then you must ask them to
sign a consent form. Your consent form should include:
→ How you are storing the data
→ What you will use the data for
→ How long you will keep the data
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Incentives
@thedxw www.dxw.com @lily_dart @rosebotanic
The affect of incentives
It is often necessary to incentivise participants to motivate
them to get involved, and to thank them for their time.
However, it is important to note that incentives can
sometimes change the nature of participant responses.
Because you are giving the participant something, they
may tend towards being more positive.
Picking an incentive appropriate to your audience can help
mitigate this. Incentives should seems proportional to the
participants efforts.
@thedxw www.dxw.com @lily_dart @rosebotanic
Appropriate incentives
Design your incentives inline with what you know about
your target audience, and proportional to the effort they
have invested.
Consider:
→ £5 will have a different value to someone earning 16k
versus someone earning 60k
→ If your audience has a personal investment in your
product or website, they may not require a monetary
incentive
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Interviewing technique
@thedxw www.dxw.com @lily_dart @rosebotanic
Making participants comfortable
Participants will often be uncomfortable during usability
testing sessions. They don’t know you, and may feel
nervous if they struggle to complete tasks.
→ Make sure they know you’re testing the site, not them
→ Set clear expectations for what the session will contain
→ Ask permission before moving onto new tasks
→ Let them know they can stop at any time
@thedxw www.dxw.com @lily_dart @rosebotanic
Think aloud
During usability testing sessions it’s useful to ask the
participant to speak their thoughts aloud.
This helps you to understand not only their actions, but
their rationale for why they chose that approach.
Sometimes participants will forget to speak aloud. Some
silence is encouraged, to allow them space to think, but
sometimes you’ll need to remind them to speak their
thoughts.
@thedxw www.dxw.com @lily_dart @rosebotanic
Example
When prompting participants it’s important not to influence
their responses.
Use open, non-leading questions:
“What are you thinking at the moment?”
“Is this what you expected to see?”
“What would you do next?”
@thedxw www.dxw.com @lily_dart @rosebotanic
Being impartial
Try to keep your personal influence on participants
responses minimal. It’s important to make participants feel
comfortable, but being too friendly might make them less
likely to express their honest opinions.
→ Make impartial small talk, not personal comments
→ Don’t express your own opinions about the site
→ Be professional, but not distant
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Checklist
@thedxw www.dxw.com @lily_dart @rosebotanic
☑ Decide on a research question
☑ Select an environment where:
a. You are likely to find your target audience
b. There is space to stop
c. People won’t be too busy or distracted
☑ Select an appropriate incentive remembering that
incentives can affect responses. Your incentive should
consider:
a. Your target audiences interests
b. Your target audiences financial means
@thedxw www.dxw.com @lily_dart @rosebotanic
☑ Produce a script including:
a. Your introduction
b. Participant screening questions
c. 2 or 3 scenario based tasks
☑ Get permission to talk to your participants and get
written consent if you are filming them.
☑ Use good interviewing technique to:
a. Minimise influence on participants
b. Make participants feel comfortable
c. Get more insight out of your sessions
@thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic
Further reading
→ The art of guerrilla usability testing
http://bit.ly/uxbooth-guerrilla
→ GOV.UK service design manual
http://bit.ly/govuk-guerrilla
→ The importance of planning in guerrilla testing
http://bit.ly/loop-guerrilla
→ Why usability testing doesn’t have to be expensive
http://bit.ly/uxmyths-guerrilla

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Guerrilla usability testing - the survival guide

  • 1. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Guerrilla usability survival guide A quick-start guide to designing and preparing guerrilla usability testing sessions
  • 2. @thedxw www.dxw.com @lily_dart @rosebotanic Guerrilla usability testing is a low cost method of usability testing. The term ‘guerrilla’ refers to its ‘out in the wild’ style, in the fact that it can be conducted [...] anywhere there is significant footfall. Guerrilla testing works well to quickly validate how effective a design is on its intended audience, whether certain functionality works in the way it is supposed to, or even establishing whether a brand or proposition is clear.” “ GOV.UK Service Design Manual http://bit.ly/govuk-guerrilla
  • 3. @thedxw www.dxw.com @lily_dart @rosebotanic Contents → The basics → Environment → The script → Incentives → Interviewing techniques
  • 4. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic The basics
  • 5. @thedxw www.dxw.com @lily_dart @rosebotanic Research question Before you start any kind of research, it’s useful to have one or two research questions or hypotheses to focus your study and your findings. This can be as simple as: → Can users complete this task easily? → Can users find key pieces of content? → Do users understand what the organisation does?
  • 6. @thedxw www.dxw.com @lily_dart @rosebotanic Structure of sessions A guerrilla usability study usually comprises of 6-8 sessions, each is usually no more than 15 minutes long. Each session includes: → Your introduction and explanation → Gaining permission and written consent → Questions about your participant → 2 or 3 scenario-based tasks to test the website or app
  • 7. @thedxw www.dxw.com @lily_dart @rosebotanic What you’ll need Requirements for guerrilla testing can vary depending on what you’re researching, but generally you will require: → A laptop or mobile device to test on → Software on the device to record the session → Wifi, or a mobile internet connection → A script of what you’re going to cover
  • 8. @thedxw www.dxw.com @lily_dart @rosebotanic Recording It isn’t strictly necessary to record your guerrilla sessions, but being able to refer to them later will increase the potential insights you might gain from them. There are apps for most devices: If you are recording, you must get written consent. → Silverback for Mac OSX → Rec for Android → UX Recorder for iPhone and iPad
  • 9. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Environment
  • 10. @thedxw www.dxw.com @lily_dart @rosebotanic Location Running your guerrilla testing sessions in multiple locations is recommended, to get a broader variety of participants. However, it’s important to pick appropriate venues. You should consider: → Whether your target audience are likely to be there → Whether you can get permission to approach people → Whether you can stop there for 10-15 minutes → Whether there is access to the internet, or 3G/4G signal
  • 11. @thedxw www.dxw.com @lily_dart @rosebotanic Time and activities The activities that occur in the environment you’re testing in are also important to consider, as it may affect whether or not people feel able to give you their time. You should consider: → Whether participants will have time to stop → Whether participants will be busy, or under pressure → Whether participants might be with friends or family → What time of day is most appropriate
  • 12. @thedxw www.dxw.com @lily_dart @rosebotanic Example Let’s say you have an app that helps people to find local bars that serve their favourite drinks. Your target audience is people between 20-34, earning between 35-65k, who regularly visit city centres. You might choose to: → Run your sessions at two mid-range bars in a city → Approach people between 5-6pm, because: → They’re likely to be alone, waiting for friends → The bar will be quieter
  • 13. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic The script
  • 14. @thedxw www.dxw.com @lily_dart @rosebotanic Introduction Because you are approaching strangers, your introduction should be well practiced and confident. It should include: → Who you are → What you’re asking them to do → Whether the session is being recorded → The length of the session → Details of any incentive they may receive
  • 15. @thedxw www.dxw.com @lily_dart @rosebotanic Example Hi, do you have a few minutes? My name is Rose and I’m from a digital agency called dxw. I’m here asking people to take a look at a website and to let me know what they think, and I’ll be recording the answers. It won’t take any longer than 10 minutes and we’ll buy you a coffee or a slice of cake to say thank you for your time. Does that sound like something you’d be interested in?” “ Be respectful, and walk away if they aren’t interested.
  • 16. @thedxw www.dxw.com @lily_dart @rosebotanic Screening questions You can’t pre-select participants for guerrilla usability testing, so it’s important to find some information out about your participants on the day. Consider what attributes your target audience have. What is the minimum amount of information that you’ll need to understand if your participant is part of your target audience?
  • 17. @thedxw www.dxw.com @lily_dart @rosebotanic Examples “Where do you live?” “What is your residential status?” “Do you live with anyone?” “What is your marital status?” “Are you employed?” Don’t collect information you don’t need, and check that the participant is comfortable discussing these topics.
  • 18. @thedxw www.dxw.com @lily_dart @rosebotanic Scenarios Scenarios give participants real-world context as to why they might complete the task that you’re asking them to test. They allow for more realistic responses from participants, as they more closely mirror how they might interact with a website in their own time.
  • 19. @thedxw www.dxw.com @lily_dart @rosebotanic Example You have just been offered a full-time job and are about to sign the employment contract. The contract says that you only get 5 days of paid holiday per year. You aren’t sure if, legally, that’s enough. Where do you go to check?” “
  • 20. @thedxw www.dxw.com @lily_dart @rosebotanic Written consent If you are recording participants then you must ask them to sign a consent form. Your consent form should include: → How you are storing the data → What you will use the data for → How long you will keep the data
  • 21. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Incentives
  • 22. @thedxw www.dxw.com @lily_dart @rosebotanic The affect of incentives It is often necessary to incentivise participants to motivate them to get involved, and to thank them for their time. However, it is important to note that incentives can sometimes change the nature of participant responses. Because you are giving the participant something, they may tend towards being more positive. Picking an incentive appropriate to your audience can help mitigate this. Incentives should seems proportional to the participants efforts.
  • 23. @thedxw www.dxw.com @lily_dart @rosebotanic Appropriate incentives Design your incentives inline with what you know about your target audience, and proportional to the effort they have invested. Consider: → £5 will have a different value to someone earning 16k versus someone earning 60k → If your audience has a personal investment in your product or website, they may not require a monetary incentive
  • 24. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Interviewing technique
  • 25. @thedxw www.dxw.com @lily_dart @rosebotanic Making participants comfortable Participants will often be uncomfortable during usability testing sessions. They don’t know you, and may feel nervous if they struggle to complete tasks. → Make sure they know you’re testing the site, not them → Set clear expectations for what the session will contain → Ask permission before moving onto new tasks → Let them know they can stop at any time
  • 26. @thedxw www.dxw.com @lily_dart @rosebotanic Think aloud During usability testing sessions it’s useful to ask the participant to speak their thoughts aloud. This helps you to understand not only their actions, but their rationale for why they chose that approach. Sometimes participants will forget to speak aloud. Some silence is encouraged, to allow them space to think, but sometimes you’ll need to remind them to speak their thoughts.
  • 27. @thedxw www.dxw.com @lily_dart @rosebotanic Example When prompting participants it’s important not to influence their responses. Use open, non-leading questions: “What are you thinking at the moment?” “Is this what you expected to see?” “What would you do next?”
  • 28. @thedxw www.dxw.com @lily_dart @rosebotanic Being impartial Try to keep your personal influence on participants responses minimal. It’s important to make participants feel comfortable, but being too friendly might make them less likely to express their honest opinions. → Make impartial small talk, not personal comments → Don’t express your own opinions about the site → Be professional, but not distant
  • 29. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Checklist
  • 30. @thedxw www.dxw.com @lily_dart @rosebotanic ☑ Decide on a research question ☑ Select an environment where: a. You are likely to find your target audience b. There is space to stop c. People won’t be too busy or distracted ☑ Select an appropriate incentive remembering that incentives can affect responses. Your incentive should consider: a. Your target audiences interests b. Your target audiences financial means
  • 31. @thedxw www.dxw.com @lily_dart @rosebotanic ☑ Produce a script including: a. Your introduction b. Participant screening questions c. 2 or 3 scenario based tasks ☑ Get permission to talk to your participants and get written consent if you are filming them. ☑ Use good interviewing technique to: a. Minimise influence on participants b. Make participants feel comfortable c. Get more insight out of your sessions
  • 32. @thedxw www.dxw.com @lily_dart @rosebotanic@thedxw www.dxw.com @lily_dart @rosebotanic Further reading → The art of guerrilla usability testing http://bit.ly/uxbooth-guerrilla → GOV.UK service design manual http://bit.ly/govuk-guerrilla → The importance of planning in guerrilla testing http://bit.ly/loop-guerrilla → Why usability testing doesn’t have to be expensive http://bit.ly/uxmyths-guerrilla