Date: Fri, 29 Mar 2024 06:44:40 +0000 (UTC)
Message-ID: <2003100667.31.1711694680114@e251daa075cb>
Subject: Exported From Confluence
MIME-Version: 1.0
Content-Type: multipart/related;
boundary="----=_Part_30_377036829.1711694680114"
------=_Part_30_377036829.1711694680114
Content-Type: text/html; charset=UTF-8
Content-Transfer-Encoding: quoted-printable
Content-Location: file:///C:/exported.html
In many cases, the email summary described above may be enough for the p=
roject team to get on to the next steps in site design. In this (happy) cas=
e, we can move right on to Chapter 14 - Revisi=
ng and retesting.
However, there are some situations where we must produce a more formal, =
substantial report on our tree-test results:
- We are working for a client who wants a formal deliverable.
- We are presenting to upper management.
- Our results will be handed off to another team who we won=E2=80=99t hav=
e a chance to brief.
In these cases, we will need to create a report that:
- Is clear to people who have not been involved in our study, and who may=
not know anything about tree testing (or even information architecture)
- Is detailed enough so that it can stand alone as documentation of our s=
tudy.
Slide decks
If we=E2=80=99re presenting our results, a slide deck (using Po=
werPoint, Keynote, etc.) is the obvious way to go.
In our experience, slide decks may also be the best choice for reports t=
hat are distributed to stakeholders, because people are often more =
willing to flip through slides than they are to read a =E2=80=9Cdo=
cument-style=E2=80=9D report.
We also like slide decks because they force us to fit our result=
s on a single slide at a time, which encourages graphics, simple t=
ables, and bullets over long-form text. This can help stakeholders quickly =
understand the highlights instead of getting bogged down in details.
We typically include the following in our results slide deck:
- Background
A slide or two about the study =E2=80=93 why we ran it, when, how many par=
ticipants, etc.
- About tree testing
A slide or two about how tree te=
sting works, from the participant=E2=80=99s point of view, and later during=
analysis.
- The tree(s)
We show an abbreviated summary of the tree(s) we tested (usually just the =
first and second levels) to give an idea of the various schemes we tried.
- What we looked for
A short list of the questions we asked ourselves while creating the trees =
and writing the tasks, and the issues that could be resolved by testing.
- Our findings and actions/recommendations
This is si=
milar to what we sent earlier in our email summary, but we now have the roo=
m to add visuals (e.g. graphs from our tree-testing tool) and more details.=
Each task is typically a slide, with slides at the end for more general fi=
ndings.
- Next steps
What we plan to do next, when it will ha=
ppen, who will be involved, and when we plan to be =E2=80=9Cdone=E2=80=9D w=
ith the site tree.
- How to find out more
We wrap up by linking to more =
resources (e.g. the results in the tree-testing tool, our detailed working =
documents, etc.) and who to contact for more info.
Below is a PowerPoint deck with sample content. Feel free to customize i=
t as needed:
As consultants doing IA work for corporate and government clients, we tr=
aditionally wrote a formal report as part of our deliverables. Originally, =
this was a long-form document created in Word, InDesign, or other =E2=80=9C=
document=E2=80=9D software, and usually delivered as a PDF.
While our deliverables these days tend to be lighter-weight (such as the=
email summaries and slide decks described above), some clients still do as=
k for the =E2=80=9Cfull Monty=E2=80=9D report.
For tree testing, long-form reports contain everything a slide deck woul=
d (see above), but are also likely to add:
- More detailed discussion of each finding, and more detailed rationale f=
or recommended actions.
- Summaries of related activities (e.g. card sorts and content audits we =
did beforehand, other up-front customer research), to add context.
<=
/li>
- Anything else we think the reader will need to understand the tree-test=
results at both high and low levels.
Next: Passing along =
participant feedback
------=_Part_30_377036829.1711694680114
Content-Type: application/octet-stream
Content-Transfer-Encoding: base64
Content-Location: file:///C:/691004503ebaca9f9cafc4a1876acd889433dbe849d4396d59e3c4e524020ccd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------=_Part_30_377036829.1711694680114--