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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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nametree test - planning questions v3.doc
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 A sample timeline

Here’s a typical high-level 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 requiredActivity

Details

(varies)Earlier IA work
  • User research (surveys, contextual inquiry, etc.)
  • Content inventory/auditing
1 weekRound 1
  • Open card sort
  • Baseline tree test (existing site)
3 daysCreate new trees
  • Try alternative groupings and terms
1 weekRound 2
  • Test new trees against each other
  • Compare to existing tree's results
  • Pick best tree and revise
1 weekRound 3
  • Test revised tree
  • Revise and finalize based on results

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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.

 

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nameTree test - checklist.xls
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Next: Chapter 4 - key points

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