Create a Guide/Template: Effective practices for user testing

daniellex0 commented 3 years ago

Overview

We need to create a guide about effective user testing practices that UX/UI designers and researchers at Hack for LA can reference to carry out informative user testing

Action Items

The phases in the guide-making process are listed below. Each phase displayed in blue is linked to a wiki page with instructions on how to complete that phase. Open the wiki page in a new tab, copy the instructions for each part into the section labeled 'Tasks' at the bottom of this issue, and complete each task listed.

[x] Gather Examples Solo (open in a new tab)
[ ] Gather Examples Collaboratively
[ ] Create a Guide Draft
- [ ] If needed, create a template
[ ] Have your guide peer reviewed
[ ] Present your guide for leadership review

Resources/Instructions
Google Drive Folder for this Guide’s documents and shortcuts (to documents in other locations) 0112 Effective practices for user testing
Code for America Guide to Usability Testing (Starts on page 38)
Qualitative Usability Testing Study Guide
Quantitative Usability Testing Study Guide
Remote Usability Testing Study Guide
When to Use Which User Experience Research Methods
Checklist for Planning Usability Studies

Projects to Check

ExperimentsInHonesty commented 3 years ago

Hi @apurvabarve it looks like Danielle assigned you to this issue on April 5th. Are you still interested in working on this, or would you like to be unassigned? If you have created any documents or folders for this issue, please add those links to this issue.

pogwon commented 1 year ago

I gathered available resources from all the projects list - couldn't find anything in Brigade Organizer's Playbook, Civic Tech Structure, Data Science Projects, GreenEarthOS, Guides, HomeUniteUs, People Depot, Tables Team, or VRMS. There are quite a few resources from each community of practice that require access to their respective Google drives. I have reached out to either the PM or UX Research/Design leads from 100 Automations, 311 Data, Access the Data, Open Community Survey, Expunge Assist, Food Oasis LA, and Lucky Parking. Hopefully I will be able to get in touch soon so I can include more information about best practices for their usability testing.

pogwon commented 1 year ago

Record of conversations with other teams through Slack:

100 Automations

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@Susan Tang](https://hackforla.slack.com/team/U01LBRFCF3R) are you still the UI/UX lead for 100automations? (If Susan is not the lead anymore, can someone else on the team let me know who is?)

311 Data

Slack Thread
Summary of Communication
- 2023-05-11 Peter Gwon wrote:
  - Hi [@Dana Chen](https://hackforla.slack.com/team/U0112KZPV6C) are you still the UI/UX lead for 311 data? (If Dana is not the lead anymore, can someone else on the team let me know who is?)

Access the Data

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@Aparna Gopal](https://hackforla.slack.com/team/U0245UJP868) are you still the UX Researcher for Access the Data? (If Aparna is not the UX researcher anymore, can someone else on the team let me know who is?)
- 2023-06-02 Aparna Gopal wrote:
  - [@Peter Gwon](https://hackforla.slack.com/team/U051F68PG2C) Yes, I am the UX Researcher for Access the Data. You can post your questions here, happy to help!
  - [In the meantime, Access the Data’s Research Wiki [WIP] is a good place to start ⬇️ (https://github.com/hackforla/access-the-data/wiki/Research)

Community Survey

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@MK Leibman](https://hackforla.slack.com/team/U031V93CYB0) are you still the UI/UX Designer/Researcher for Open Community Survey? (If Mary Kate is not the designer/researcher anymore, can someone else on the team let me know who is?)

Expunge Assist

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@James Shin](https://hackforla.slack.com/team/U04BS46F67L) are you still the Design PM for Expunge Assist? (If James is not the Design PM anymore, can someone else on the team let me know who is?)
- 2023-06-03 Samantha Hyler wrote:
  - [@Julia Church](https://hackforla.slack.com/team/U04QLRM71PZ) is now the design pm
- 2023-06-08 Peter Gwon wrote:
  - Thank you! I’ll go ahead and and get in contact.
  - Hi [@Julia Church](https://hackforla.slack.com/team/U04QLRM71PZ) I’m part of the Guides team and wanted to see if you had any more resources from the Wiki on how your team approaches usability testing.

Food Oasis

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@Bryan Wu](https://hackforla.slack.com/team/U01PG6RD0T1) are you still the UX/UR lead for FOLA? (If Bryan is not the lead anymore, can someone else on the team let me know who is?)
- 2023-06-02 Brian Wu wrote:
  - Hi Peter, yes, I’m still design lead
  - and User Research lead is [@Gigi P](https://hackforla.slack.com/team/U02KZ8WSHHV)
- 2023-06-08 Peter Gwon wrote:
  - Hi Bryan, I’m currently working on a Guide on effective practices for usability testing. I was really only able to find one resource from FOLA (https://github.com/hackforla/food-oasis/issues/883) and was wondering if you had any resources/information on how you approached usability testing in your community of practice. Thank you!
- 2023-06-09 Brian Wu wrote:
  - For usability, we do heuristic evaluations mostly right now and hope to be doing actual user-testing in the future. We don’t do A/B testing like the issue above (read the comments in the issue), but we occasionally do surveys on our and HfLA’s slack showing different options and asking for feedback
Conclusion: They aren't conducting any usability testing besides surveys, since they are such a small team.

Lucky Parking

Slack Thread
Summary of Communication
- 2023-06-02 Peter Gwon wrote:
  - Hi [@mklmrgn](https://hackforla.slack.com/team/U01SPJCC26A) are you still the UI/UX lead for Lucky Parking? (If Michael is not the lead anymore, can someone else on the team let me know who is?)
- 2023-06-05 Michael Morgan wrote:
  - Hi Peter. Feel free to DM me if you have any questions. I’m in Mexico right now, so may be slow to respond early this week
- 2023-06-08 Peter Gwon wrote:
  - Hi Michael, I’m currently working on a Guide on effective practices for usability testing. I was really only able to find one resource from Lucky Parking (https://github.com/hackforla/lucky-parking/issues/391) and was wondering if you had any resources/information on how you approached usability testing in your community of practice. Thank you!
- 2023-06-09 Michael Morgan wrote:
  - Hi Peter. I wasn’t in charge of the Research process, but perhaps I can send you a doc with our process (ie two rounds of testing / iteration) as well as a usability test script?
- 2023-06-09 Peter Gwon wrote:
  - That would be extremely helpful!
- 2023-06-15 Peter Gwon wrote:
  - Hi Michael, just following up, did you have any of the resources that documented your testing processes?
- 2023-06-15 Michael Morgan wrote:
  - Yes! Sorry for the delay. I can send you something tomorrow
- 2023-06-19 Michael Morgan wrote:
  - Here you go Peter, hopefully these are helpful: https://docs.google.com/document/d/1katx0Z1eJUR9oKKiIT_qHt_7tES0tAOE5rkU8A4bx5Q/edit?usp=sharing Generative interview & “mini usability test” for the Beta Site: https://docs.google.com/document/d/1AcovNhLsMVqWbFrFRAhQBQXEUVvGjpxlgeM1us54wYM/edit?usp=sharing Usability Testing and “mini interview” for Low Fi Prototype: https://docs.google.com/document/d/14egQfJMmjK2NK3Gn6dqybbi0YtDwESuq_OlJRfbeuCQ/edit?usp=sharing
- 2023-06-19 Peter Gwon wrote:
  - I don’t think I can access the last one because I haven’t been added to the Google Drive. But the first two are great - thank you so much Michael!
- 2023-06-20 Michael Morgan wrote:
  - I’ll get you one you can open!

All links and files that may have been relevant in this thread have been deleted - @JesseTheCleric

ExperimentsInHonesty commented 8 months ago

@pogwon Please provide update

Progress: "What is the current status of your project? What have you completed and what is left to do?"
Blockers: "Difficulties or errors encountered."
Availability: "How much time will you have this week to work on this issue?"
ETA: "When do you expect this issue to be completed?"
Pictures or links* (if necessary): "Add any pictures or links that will help illustrate what you are working on."

remember to add links to the top of the issue if they are going to be needed again.

juliagab56 commented 7 months ago

Hi @pogwon !!

We are conducting the CoP audit hackforla/UI-UX#553 and implementing some new guidelines. Are you still working on this issue?

pogwon commented 7 months ago

Update

Gathered resources from past issues and reaching out to other teams on Slack. I stopped here, because the guidelines said to stop at this point, since the team was in the process of updating instructions for further steps (though I am not sure if that is still the case). I can go ahead and unassign myself from this issue and move it into the Prioritized Backlog.

Aparna1Gopal commented 6 months ago

https://github.com/hackforla/guides/issues/107

JesseTheCleric commented 2 weeks ago

Prior version of issue

### Overview We need to create a guide about effective user testing practices that UX/UI designers and researchers at Hack for LA can reference to carry out informative user testing ### Action Items - [x] Gather examples of how other projects or volunteers have done their user testing (message researchers, explore team GitHub's, and/or brainstorm with the community of practice) - [x] Once done, remove the "Guide: Gather Examples" label and add the "Guide: Research" label - [x] Research existing information about effective user testing practices in relevant resources including online articles, slack communities, etc. - [ ] Once done, remove the "Guide: Research" label and add the "Guide: Draft Guide" label - [ ] Create a draft guide, either in markdown format in this issue or a google doc in the [ux/ui google drive] - [ ] Once done, remove the "Guide: Draft Guide" label and add the "Guide: Review Guide" label - [ ] Review the guide with UX/UI community of practice - [ ] Once done, remove the "Guide: Review Guide" label and add the "Guide: Leadership Review" label - [ ] Present to the Hack for LA leadership team for sign off - [ ] Once approved, remove the "Guide: Leadership Review" label and add the "Guide: Place Guide" label ### Resources Update issue hackforla/knowledgebase-content#97 with the name of item you are working on - [Code for America Guide to Usability Testing (Starts on page 38)](https://f.hubspotusercontent30.net/hubfs/5622333/CFA_QualitativeResearchGuide_v1.pdf) - [Qualitative Usability Testing Study Guide](https://www.nngroup.com/articles/qual-usability-testing-study-guide/) - [Quantitative Usability Testing Study Guide](https://www.nngroup.com/articles/quantitative-research-study-guide/) - [Remote Usability Testing Study Guide](https://www.nngroup.com/articles/remote-usability-testing-study-guide/) - [When to Use Which User Experience Research Methods](https://www.nngroup.com/articles/which-ux-research-methods/) - [Checklist for Planning Usability Studies](https://www.nngroup.com/articles/usability-test-checklist/) #### Projects to check - [100 Automations](https://github.com/100automations/website) https://github.com/100Automations/Website/issues/431 - [311 Data](https://github.com/hackforla/311-data) https://github.com/hackforla/311-data/issues/848 https://docs.google.com/spreadsheets/d/1ueibPcAseB8wck_UyXkBn7J61r8MF5J76DObcwtVJdU/edit#gid=0 https://github.com/hackforla/311-data/wiki/August-2020-UX-Interviews https://github.com/hackforla/311-data/wiki/March-2020---311-MVP-Alpha-UX-Interview-Notes - [Access the Data](https://github.com/hackforla/access-the-data) https://github.com/hackforla/access-the-data/issues/168 https://docs.google.com/document/d/1oY6cs4Qp3m4e96cta7417Y5H-wM6U3yadb3TG1Eaqvg/edit https://docs.google.com/document/d/1KuT9qGVelrBj5ecqJnJkSlS-xRuzOnKhnYAqT77_ctk/edit https://github.com/hackforla/access-the-data/issues/227 https://github.com/hackforla/access-the-data/issues/166 https://github.com/hackforla/access-the-data/issues/164 https://github.com/hackforla/access-the-data/issues/135 https://docs.google.com/document/d/1Yve2xkk6EtvPTnXT2yvr4D17_f6S0ZMqhrYqJBOoLvE/edit https://github.com/hackforla/access-the-data/issues/102 https://github.com/hackforla/access-the-data/issues/88 https://docs.google.com/presentation/d/19W-Nn2ZNsa6oh14ud38xAsPmEQlPad7p-CxTPAd-W2w/edit#slide=id.gfd97b42aa4_0_77 https://github.com/hackforla/access-the-data/issues/191 https://github.com/hackforla/access-the-data/wiki/Research - [BallotNav](https://github.com/hackforla/ballotnav) https://github.com/hackforla/ballotnav/issues/379 https://github.com/hackforla/ballotnav/issues/413 - [Brigade Organizer's Playbook](https://github.com/codeforamerica/brigade-playbook) - [Civic Tech Index](https://github.com/civictechindex/CTI-website-frontend) https://github.com/civictechindex/CTI-website-frontend/issues/651#issuecomment-888823758 https://github.com/civictechindex/CTI-website-frontend/issues/19 https://docs.google.com/document/d/1IbhNIJcOMdx7xjE7kwq_y-WAAfuI4DF4iXPH8BMEizY/edit https://drive.google.com/drive/folders/1PM_c28sUWF50n9rLi28vtKnH5GD49wK5 https://github.com/civictechindex/CTI-website-frontend/issues/121 - [Civic Tech Jobs](https://github.com/hackforla/CivicTechJobs) https://github.com/hackforla/CivicTechJobs/issues/41#issuecomment-1048386127 https://github.com/hackforla/CivicTechJobs/issues/144 https://github.com/hackforla/CivicTechJobs/issues/145 https://github.com/hackforla/CivicTechJobs/issues/291 https://docs.google.com/document/d/10iRkHa9233VKsLWjjqZMrB7ON2Stoz7R4hRFqDKqOz4/edit - [Civic Tech Structure](https://github.com/hackforla/civic-tech-structure) - [Data Science Projects](https://github.com/hackforla/data-science) - [Design Systems](https://github.com/hackforla/design-systems) https://github.com/hackforla/design-systems/issues/392 https://github.com/hackforla/design-systems/issues/377 https://github.com/hackforla/design-systems/issues/386 https://www.figma.com/file/mmvbxZ6lctjQneEeqTjC8O/UX%2FUI-Discovery-FigJam?type=whiteboard&node-id=0%3A1&t=wVtr6ylaglFZIZrt-1 https://github.com/hackforla/design-systems/tree/main/.github/ISSUE_TEMPLATE https://github.com/hackforla/design-systems/issues/478#issuecomment-1457334474 https://www.figma.com/file/l911DJDfDo0Yr70lagjSmx/Archive-of-Previous-Research-Studies?type=whiteboard&node-id=0%3A1&t=KolAmxLQwUjpRxgj-1 https://github.com/hackforla/design-systems/issues/479#issuecomment-1460020248 https://github.com/hackforla/design-systems/issues/396#issuecomment-1101668358 https://github.com/hackforla/design-systems/issues/521 https://github.com/hackforla/design-systems/issues/412 https://github.com/hackforla/design-systems/issues/409 https://github.com/hackforla/design-systems/issues/394 https://github.com/hackforla/design-systems/issues/419 https://github.com/hackforla/design-systems/issues/413 - [Engage](https://github.com/hackla-engage) https://github.com/hackla-engage/start-here/issues/15#issuecomment-781000534 - [Expunge-Assist (formerly known as Record Clearance)](https://github.com/hackforla/expunge-assist) https://github.com/hackforla/expunge-assist/wiki/Internal-Usability-Testing,-Round-1 https://github.com/hackforla/expunge-assist/issues/896 https://github.com/hackforla/expunge-assist/issues/663 https://github.com/hackforla/expunge-assist/issues/892 https://github.com/hackforla/expunge-assist/issues/566 https://github.com/hackforla/expunge-assist/issues/562 https://docs.google.com/document/d/1XGOSfQdSCuI0vKQnIraoCrJqzquiqKn7zURqZSLaiCI/edit#heading=h.3ztrji576wws https://github.com/hackforla/expunge-assist/issues/442 https://github.com/hackforla/expunge-assist/issues/507 https://github.com/hackforla/expunge-assist/issues/549 - [Food Oasis](https://github.com/hackforla/food-oasis) https://github.com/hackforla/food-oasis/issues/1191#issuecomment-1194350672 https://github.com/hackforla/food-oasis/issues/883#issuecomment-820012531 - [GreenEarthOS](https://github.com/hackforla/climate-project) - [Guides](https://github.com/hackforla/guides) - [HomeUniteUs](https://github.com/hackforla/homeuniteus) - [Internship project](https://github.com/hackforla/internship) https://github.com/hackforla/internship/issues/151 - [Lucky Parking](https://github.com/hackforla/lucky-parking) https://github.com/hackforla/lucky-parking/issues/391 - [Open Community Survey](https://github.com/hackforla/open-community-survey) https://github.com/hackforla/open-community-survey/wiki/Usability-Testing-of-Comparative-Analysis-Spreadsheet https://github.com/hackforla/open-community-survey/issues/41 https://github.com/hackforla/open-community-survey/issues/75 https://github.com/hackforla/open-community-survey/issues/24 https://docs.google.com/document/d/1_X-qsWkeSYhFQvTj_k46qnBNKravYJVPwhXQ93eQ6mk/edit - [People Depot](https://github.com/hackforla/peopledepot) - [Tables team](https://github.com/hackforla/tables/) - [TDM Calculator](https://github.com/hackforla/tdm-calculator) https://github.com/hackforla/tdm-calculator/wiki/Usability-Testing-Overview https://github.com/hackforla/tdm-calculator/wiki/Usability-Testing-Round1 https://github.com/hackforla/tdm-calculator/wiki/Usability-Testing-Round-2 https://github.com/hackforla/tdm-calculator/wiki/Tooltip-Usability-Test https://github.com/hackforla/tdm-calculator/issues/1219 https://github.com/hackforla/tdm-calculator/issues/1089 https://github.com/hackforla/tdm-calculator/issues/974 https://drive.google.com/file/d/1a2mW34N0lcZVnMKWQTfldLQH8dxGycRn/view https://github.com/hackforla/tdm-calculator/issues/1084 https://github.com/hackforla/tdm-calculator/issues/808 https://docs.google.com/document/d/1bXCY15yIwbvHUEBSlsROsglqhijCG5vT3jlmBotGJ2M/edit https://github.com/hackforla/tdm-calculator/issues/796 https://docs.google.com/document/d/1T2kdLIlo-_BamIH3m_WPiBhQh2ILhpv-L7BJ7afGMsw/edit https://github.com/hackforla/tdm-calculator/issues/742 https://docs.google.com/spreadsheets/d/1kndkqEZsFldaV0sNWyHwO3cgnUnX2XYjGX5V8OtrXww/edit#gid=0 - [VRMS](https://github.com/hackforla/vrms) - [Hack for LA's Website](https://github.com/hackforla/website) https://github.com/hackforla/website/issues/2537 https://github.com/hackforla/website/issues/2686 https://github.com/hackforla/website/wiki/Research-2-:-Overall-Website-Research-,-Usability-Testing https://github.com/hackforla/website/wiki/Research-10---Toolkits-Page-Research:-Preference-Testing - [Youth Justice Nav](https://github.com/hackforla/YouthJusticeNav/) https://github.com/hackforla/YouthJusticeNav/issues/39

JesseTheCleric commented 2 weeks ago

Assignee, Labels, Project Board Placement, and Milestones for this issue in the UI/UX Repo:

![image](https://github.com/user-attachments/assets/33aaee7a-a5f7-4059-a3be-f6f5caaebcc5)

ExperimentsInHonesty commented 1 week ago

@JesseTheCleric This issue is ready to move. There are no files to move, but you still need to create the folders for it and link the folder in this issue.

hackforla / knowledgebase-content