Configuración para el user testing con Zoom y Google Sheets

How to take effective notes during user testing?

When approaching a user testing process for an interface, it is essential to keep a detailed and well-structured record of the observations and responses obtained. This approach not only allows to synthesize learnings, but also eliminates the need for post-session evaluations. Using a coordinated and efficient note-taking system, such as Wells digital templates, facilitates collaboration among the team and ensures accurate records of the sessions.

What structure should a note-taking template follow?

When preparing your note-taking template, organize references into rows and columns. In the rows, place the testers, individualizing them as User 1, User 2, etc. In the columns, list the prototype screens being evaluated. This method ensures clarity and accessibility during the analysis process.

Differences in scores according to the result

• Positive notes: These are recorded in a certain color to highlight the functionalities or experiences that were successful during testing.
• Negative notes: Use another color to identify problem areas or bottlenecks in the user experience.

What is the best layout for user testing?

The testing process should be divided into two separate rooms:

1. Tester's Room: includes the user and up to two team members, such as the facilitator or a customer. Direct interaction here is crucial to capture genuine and spontaneous feedback.

2. Observation Room: This is where the rest of the team will be located, connected via a live feed. From this room, the team will be able to take notes in real time, using the shared template on their devices.

How is the recording and transmission of the session done?

Video call tools, such as Sudo, offer the possibility to follow the sessions live, using the computer camera and sharing the screen from the mobile device, when necessary. It is essential to enable the recording option to review and analyze the sessions afterwards and to provide the client with vetted and comprehensive work material.

What are the benefits of recording testing sessions?

Recording sessions allows:

• Accurate re-evaluation: Detailed review of processes to draw more accurate and comprehensive conclusions.
• Learning sharing: Provide customers and team members with visual material to support best practices and future design improvements.
• Impact area assessment: Efficiently identify areas of the prototype that require additional attention.

With this structure and methodology, you not only improve testing sessions, but also enhance the effectiveness of the final product design. We encourage you to put these techniques into practice and see how they generate a positive impact on your projects.