Research
Share

Run Usability Tests

Plan, conduct, and analyze usability tests from test design to actionable insights.

2-3 weeks
6 steps

Overview

A comprehensive usability testing playbook that guides you through planning, recruiting, conducting, and analyzing usability tests. This workflow covers everything from test scenarios to reporting findings, with specific prompts for each step.

Prerequisites

  • Product or prototype to test
  • Access to target users or recruitment budget
  • Testing tools (screen recording, note-taking)
  • Time for analysis and reporting

Steps

1

Test Planning

1 day

Define test objectives, scenarios, and success criteria.

Prompts to use:

Deliverables:

  • Test plan document
  • Test scenarios
  • Success criteria
  • Research questions

Tips:

  • Focus on critical user flows
  • Keep scenarios realistic
  • Define clear success criteria
2

Test Protocol

4 hours

Create test script and moderator guide.

Prompts to use:

Deliverables:

  • Moderator script
  • Introduction script
  • Task scenarios
  • Post-test questions

Tips:

  • Practice the script before testing
  • Keep questions open-ended
  • Prepare follow-up questions
3

Participant Recruitment

1 week

Recruit and schedule test participants.

Prompts to use:

Deliverables:

  • Recruited participants
  • Scheduled sessions
  • Backup participants

Tips:

  • Recruit 5-8 participants (diminishing returns after 5)
  • Screen carefully for fit
  • Have 2-3 backups ready
4

Conduct Tests

1 hour per session

Run usability test sessions and capture observations.

Deliverables:

  • Test recordings
  • Session notes
  • Key observations
  • Quotes and clips

Tips:

  • Record sessions (with permission)
  • Take notes during, detailed notes after
  • Look for patterns across sessions
5

Analyze Findings

2-3 days

Synthesize test results into actionable insights.

Prompts to use:

Deliverables:

  • Findings report
  • Issue severity matrix
  • Recommendations
  • Success metrics summary

Tips:

  • Categorize issues by severity
  • Look for patterns, not just individual issues
  • Prioritize fixes based on impact
6

Share Results

1 day

Present findings and recommendations to stakeholders.

Prompts to use:

Deliverables:

  • Test report
  • Presentation deck
  • Video clips (if applicable)
  • Action items

Tips:

  • Lead with key findings, not methodology
  • Use video clips to bring findings to life
  • Include clear recommendations and priorities

Workflows & playbooks by email

Weekly step-by-step guides, chained prompts, and AI UX resources on Substack - no spam, unsubscribe anytime.

Subscribe on Substack