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We may be tree testing by ourselves, with a colleague, or we may have an entire project team at our disposal. Regardless, the following roles naturally emerge, so it’s a good idea to be clear about who’s covering what:

Role

Responsibilities

Sponsor

Pays for the testing and represents our interests among upper management

Project leader

Makes the final decisions on scheduling, goals, etc.

Information architect

Designs the trees and tasks, analyses the results, ultimately responsible for the final site structure

Recruiter

Finds the participants, either using customer lists, web ads, or customer panels

Worker bee

Handles the details (writing out cards, entering data in an online tool, etc.)

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Next: How will we handle problems?