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Planning

Hanan Yousef
whether it's a one man show or a small UX agency forced out of their labs because of social distancing; this template will help you plan, manage & carry out a professional usability test from home..because you know #stayhome

✅ The Prototype

Prepare your prototype for testing (inVision, Marvel,
Proto.io,
⁠
Principle, Prototype, etc...).
Copy the public share link and test it in different browsers, using wifi & data.

✅ The Test

Design your test: write down tasks, define candidate profiles...
Copy, edit & print
this template
⁠
for note taking or draw one on a paper.
carry out the test tasks yourself to see if the prototype covers all required flows. After fixing issues(if any), make sure the link still works.

✅ The Candidates (Automated Process Using Gmail + Google Calendar 👾)

**this process assumes that you connect your Gmail & calendar to Coda
Recruit candidates. Use the
Candidate Recruiting Table
⁠
to track your process.
When a session date is confirmed, push Schedule button to create the event and Hangouts call link.
**Tip: it's always good practice to have a couple extra candidates because some people are bound to face some unexpected issue and not make it.
Candidate Recruiting
Potential candidate
Phone Number
Email
Confirmed?
Date and time
Notes
Schedule Session
Noonz
​
designismusic@gmail.com
4/2/2020, 10:00 AM
​
Schedule
Test
​
​
​
Schedule
​
​
​
​
Schedule
There are no rows in this table
2
Count
⁠


Emailing CalI Info to Candidates.

Connect Google Calendar to Coda.
Sync
Sessions
⁠
table to view all your events for the next 7 days. The table will filter them automatically to show testing events only.
Push Send Call Link button. You can change email format & the email account you want send emails from as you wish.
Sessions
Event
Start
End
Attendees
Candidate Name
Url
Hangout Link
Button
Google Calendar icon
User Testing SessionNoonz
4/2/2020, 10:00 AM
4/2/2020, 10:30 AM
designismusic@gmail.com
https://www.google.com/calendar/event?eid=MHFxM3ZyZDVwMm9jcjd1dTJhYmZodTFpZWsgaGFuYW5AZGVzaWduaXNtdXNpYy5jb20
https://meet.google.com/dtv-otri-ehd
Send Call Link
There are no rows in this table
⁠

✅ Recording Logistics

For you to capture the user's screen, your voice & theirs I highly recommend
OBS Studio
⁠
; an awesome open source project for video recording & live streaming. Windows, Mac & Linux. (🎉 long live Open Source!)
download OBS.
add your built-in mic as an audio input source. (how to? ⬇️)
add a new display capture. (how to? ⬇️)

Test your setup:
Start recording. Open up your browser, launch a video & talk. Record your display using OBS.
in OBS : file → show recordings. Play your video & make sure that you can see the screen, hear the video sounds & your own voice.

⁠
⁠
⁠

🎉Great job! now you're ready to carry out the test.

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