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Qualifying questions

From: Foundations of UX: Usability Testing

Video: Qualifying questions

There are some other qualifying questions you'll want to ask each potential participant. Unless you're running remote usabilty studies, the participant will need to be in the same city as you, so they can easily show up for the study. They obviously also need to be available at the times you're running your study. It's good to check if people have any accessibility requirements like using a wheelchair or not being able to climb stairs so that you can accommodate them. If the person does qualify, you'll also need to make sure that you have a phone number and email address, so that you can send study details out, and so, that you can contact the person if there are any changes to your schedule.

Qualifying questions

There are some other qualifying questions you'll want to ask each potential participant. Unless you're running remote usabilty studies, the participant will need to be in the same city as you, so they can easily show up for the study. They obviously also need to be available at the times you're running your study. It's good to check if people have any accessibility requirements like using a wheelchair or not being able to climb stairs so that you can accommodate them. If the person does qualify, you'll also need to make sure that you have a phone number and email address, so that you can send study details out, and so, that you can contact the person if there are any changes to your schedule.

It's also best to put the questions in the order that let's you disqualify the most people first. That means you'll waste less of your time and the potential participant's time going through a whole set of questions only to turn them down near the end. For instance, if you care about smartphone owning music lovers who've downloaded more than five apps in the last two months, ask the smartphone question first because all the rest hinge on that. If someone doesn't have a smart phone, they won't be downloading apps and it doesn't matter how much they like music.

And normally, you'll want to ask whether someone's available at the scheduled study times before you even go into the recruiting questions at all. Remember, that even if a participant doesn't have the right attributes for your current study, they may still be a great fit for a future one. If you have to decline a participant, tell them that they don't meet your criteria for your current study. But ask them if it's okay to keep their details on record for future studies. And remember, this is also an opportunity to find out if they know anyone else who might be a good participant for you.

Typically, someone who qualifies or nearly qualifies will know other people who meet the same criteria. We've put an example screener in the exercise files that go along with this course. It shows how a core might progress. The order in which you might want to ask questions to qualify participants. And the style of questions to keep participants from guessing the answer you want. It also contains post-qualification instructions. If you want, you can substitute your own questions and then use this as the basis for your own recruiting process.

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Foundations of UX: Usability Testing

39 video lessons · 5029 viewers

Chris Nodder
Author

 
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  1. 2m 0s
    1. Welcome
      1m 21s
    2. Using the exercise files
      39s
  2. 4m 0s
    1. What is usability testing?
      1m 30s
    2. What you can usability test
      1m 3s
    3. Planning your first test
      1m 27s
  3. 20m 14s
    1. How many people should you study?
      1m 59s
    2. Finding the right participants
      3m 32s
    3. Creating a list of participant attributes
      2m 0s
    4. Making a screener
      2m 56s
    5. Qualifying questions
      2m 20s
    6. Convincing participants to show up
      3m 13s
    7. Planning your study schedule
      1m 41s
    8. Calling and calling again
      2m 33s
  4. 16m 18s
    1. Asking the right questions
      2m 33s
    2. Collecting valuable metrics
      2m 17s
    3. Sometimes the best question is no question
      2m 13s
    4. Exploring some example questions
      3m 53s
    5. Writing post-session questions
      2m 58s
    6. Avoiding bias
      2m 24s
  5. 7m 19s
    1. Turning questions into tasks
      4m 21s
    2. Task list logistics
      2m 58s
  6. 5m 48s
    1. Creating the test environment
      2m 29s
    2. Making do with what you've got
      1m 11s
    3. Running studies in real locations
      2m 8s
  7. 7m 11s
    1. Creating a test plan
      2m 20s
    2. Usability test formalities
      3m 5s
    3. Run a pilot study
      1m 46s
  8. 8m 44s
    1. The moderator's role
      3m 13s
    2. Think-aloud protocol and minimal questions
      3m 24s
    3. Session wrap-up: Participant questions, thanks, and gratuity
      2m 7s
  9. 7m 0s
    1. The observer's role: Active observation
      3m 25s
    2. Capturing real-time observations
      2m 25s
    3. Video: Record or not record?
      1m 10s
  10. 8m 26s
    1. Analyzing with your team
      3m 2s
    2. Creating a minimal report
      2m 13s
    3. Remember to retest!
      1m 16s
    4. Capturing metrics on the impact of usability testing
      1m 55s
  11. 2m 50s
    1. Usability testing: Any team can do it
      1m 36s
    2. Next steps
      1m 14s

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