Professional Documents
Culture Documents
https://www.toptal.com/designers/user-research/guide-to-ux-research-methods
Card Sorting
Best Practices
Limit the number of cards. It is tempting to want the participant to sort "ALL" of your content,
but be mindful of participant fatigue. We would recommend 30 to 40 at the absolute outside,
especially for an open sort.
If possible, randomize the order of presentation so that each piece of content has a chance to be
sorted earlier in the session.
Provide the participants with an estimate of how long the card sort will take before beginning
the session to help them better gauge the required time and effort.
Consider the benefits of requiring participants to complete your sort. For an open sort, if
possible consider requiring them to sort the cards, but perhaps not to label them, since that
might be the more challenging part of the task, providing you have limited your items as
suggested.
Consider an open sort as part 1 and a closed sort as part 2 of your process. One allows you to
learn what goes together, while 2 allows you to really test out your labels to see if they are
intuitive to your participants.
Decide on the range of topics you would like to cover before the session
Pretest questions to ensure they are clear and logical
Develop open-ended questions to encourage discussion
Arrange questions in a way that flows naturally
Hire a skilled moderator to facilitate the discussion
Create a script so the moderator knows what to ask and which topics to cover
Allow the moderator to change the order of questions and topics to keep the discussion flowing
smoothly
Plan to spend about two hours with the group
Tape the sessions
Have one or more note takers to ensure everything is captured
Heuristic Analysis
How to Run an Effective Heuristic Analysis
Preparation is key to running the analysis well. Following an established set of steps ensures that a
heuristic analysis will run efficiently and yield maximum results. Here’s a heuristic analysis checklist:
Individual Interviews
Best Practices
When you conduct an Individual Interview, consider:
What you want to learn and then selecting representative participants to talk to
Writing an interview protocol for the interviewer to follow. The protocol includes questions and
probes to use for follow-up
Hiring a skilled interviewer who knows how to make interviewees feel more comfortable, asks
questions in a neutral manner, listens well, and knows when and how to probe for more details
Getting permission to tape the sessions and have one or more note takers
Parallel Design
Best Practices
When getting ready to exercise parallel design in your project, you should:
Online Surveys
Best Practices
Once you outline those basics you need to consider the following: