Step-by step guide
Choose your method and location
Usability sessions are normally completed as an one-to-one in-depth interview and can be done in a formal lab setting or remotely.
Recruit participants for the interview
Recruit participants based on your target customer group using the Customer Advocacy Group
Reach out to the interviewee with a clear purpose and duration of the session, and arrange a convenient time and place for the session
Plan, prepare and practice for the interview
Make sure you have a Hi-Fi prototype developed and ready to test
Prepare an interview guide with a list of tasks that you want to participant to complete e.g. how would you pay a bill?
Conduct the interview
During the interview, start with more general questions to get the participant comfortable and become more specific regarding the research questions.
Bring up the prototype and request the participant to complete each task one-at-a-time and ask them to think aloud while they are doing it
Make sure to observe body language as well as what the person says
Dig deeper into feedback the customer gives
After the interview, thank the interviewee for their time and explain the next steps in this research
Discuss and implement feedback
Sit down with your design team and share all the collected feedback. Use the Affinity Mapping tool to make sense of all the insights. Once you have all the synthesised high-level learnings, discuss how to apply them to your initiative. Iterate the prototype.
Conduct another round of testing if required
With the new prototype, run another series of interviews if you and the team think this is required. In these interviews, do not only focus on the changes you have made since the last iteration. It is still important to run complete interviews on the entire prototype, to get good feedback.