Checklist and plan template to get you started with usability testing

To make sure that you don't forget to take any of the necessary steps, I created this usability testing plan template.

User testing is one of the most essential tools in the product design process.

If you are working on a startup, redesigning and re-building things in the wrong way could cause you to run out of money before making the product to fit the market. You can create code-free prototypes using tools like Figma, InVision and Marvel. Then testing them with potential customers and participants will not only save your time, money but also result in better user experience.

It is essential to have a realistic prototype and a clear plan for what you want to evaluate. Particularly, if your product development runs short iterations (e.g. one-week sprints) and you don't have time to write a lengthy user test plan. Here is a user test plan template + checklist that I use to get started.

I define my template into 3 parts:

  1. Pre-test activities
  2. Test plan
  3. Post-test activities

In the template, I outline some essential information:

  • Overview
  • Method
  • Date, time and location
  • Session timeline
  • Pre-test checklist
  • Session scripts
  • Post-test debrief
  • Expected results
  • Actual behaviour

Please note that this template is suitable for moderated user testing. It's not as useful for other methods of testing, including remote and unmoderated ones.

I hope the template helps and save your time 😄

User Testing Planning Template (.dotx)

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