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A planning questionnaire
When you're planning a tree test, you may find it helpful to use this simple questionnaire to fill in the answers to the questions posed throughout this chapter:
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A sample
plan for tree testingtimeline
Here’s a typical high-level plan timeline for 3 rounds of tree testing (testing the existing tree, testing our new trees, then testing our even-better-with-revisions “final” tree):
Time required | Activity | Details |
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(varies) | Earlier IA work |
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1 week | Round 1 |
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3 days | Create new trees |
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1 week | Round 2 |
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1 week | Round 3 |
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If we’re just planning 1 or 2 rounds of testing, it should be easy to take this and cut it down to what is needed.
- show detailed checklists for each stage in subsequent chapters
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A sample project checklist
Over the course of hundreds of tree tests, we've refined our work down to a detailed checklist of everything we do in a tree-testing project.
Note that this is a superset of everything that might apply; we normally start from this template and delete the items that don't apply to a specific project.
Note also that this is a very detailed checklist, with lots of items that may not make sense yet. Not to worry - they will explained in the subsequent chapters of this guide.
- detailed checklist in Excel format
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Next: Chapter 4 - key points
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