Card sorts can be done in person or remotely. In this video, you'll be presented with pros, cons, and information to consider when planning your session.
- As mentioned, card sorts can be done in person or remotely and may or may not be moderated. In person sessions can be especially helpful if you have a complicated system and think you'll need to provide some guidance or want to gather some qualitative data as you go. You can observe participants' body language, ask follow-up questions, and dig into the why's of their behavior much like any other research session. You can also use digital tools to represent the cards, but still moderate sessions. You can either do this in person or utilize screen sharing technology to observe participants interact with the cards.
You won't be able to see their face or body, but you can still ask plenty of questions. Remote sessions allow you to reach participants from many geographies more easily. You might also want to take advantage of the digital tools' ability to perform unmoderated card sorts. Unmoderated sorts are particularly helpful if you're in a time crunch, have limited budget, or want to include many, many participants. Sessions can also be done in tandem and you can often get results back very quickly, within a matter of hours.
If you'll be performing unmoderated sessions, you need to be extra careful that instructions and tasks are clear. A pilot test with colleagues will help you catch any parts of the test that may be confusing, so you can fix them before real participants interact. A pilot will also give you a sense of how long the session should take so you can adjust if needed. Most digital card sorting tools will allow you to invite your own participants or use their panel of willing users. Most tools will also come with a variety of reporting features which can save a large amount of analysis time.
Of course, there are some limitations, but utilizing digital card sorting tools can certainly make running card sorts easier and enable teams to get faster results. While setting up and running a card sort is relatively easy, the analysis of the data can be tricky and lengthy, especially for very large sorts or when there is a lot of inconsistency between participants. We'll cover ways to analyze the data later in this course.
- What's card sorting?
- Open, closed, and hybrid card sorts
- Card planning
- Category planning
- Finding, selecting, and screening participants
- Scheduling and incentivizing participants
- Running sessions